Blog tagged as Will

9 Questions to Ask Yourself During the Estate Planning Process

You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.

Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

10/05/2021 02:36 PM - Comment(s)

Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths

With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

10/01/2021 02:40 PM - Comment(s)

Estate Plans: Not Just For The Wealthy

Many people also think they can put off estate planning if they're young and healthy. However, this type of thinking can put your family at risk. An estate plan covers a variety of different scenarios, and not just the passing of large amounts of wealth.

Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

09/30/2021 08:59 AM - Comment(s)

Do You Know Who You're Leaving Your Money To?

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

09/29/2021 10:02 AM - Comment(s)

There's a Lot at Stake When You Don't Have an Estate Plan

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

09/28/2021 10:02 AM - Comment(s)

Protecting What’s Yours (After You Pass), Part 2: Step-by-Step Estate Planning

If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. So, let’s get started today, one hurdle at a time.

Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

06/07/2021 08:00 AM - Comment(s)

9 Money Mistakes Millennials Should Avoid

Many millennial households are on their way to building substantial wealth. They’re saving 20% or more of their paychecks, investing in 401(k) accounts, and keeping their debt levels low. But others, even those with good educations and solid careers, are making financial mistakes.

Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

09/14/2020 09:00 AM - Comment(s)

What Issues Should I Consider When Having (Or Adopting) A Child?

Having or adopting a child is a life-changing experience. While there’s amazing joy in watching your child take his or her first step or speak his or her first words, there can also be a lot of stress when it comes to managing your family’s finances.

Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

07/27/2020 08:02 AM - Comment(s)

Subscribe to RSS Feed