Blog tagged as Investments

Common Post-Retirement Mistakes

10/04/2023 10:45 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Common Post-Retirement Mistakes
Avoid turning your golden years until a struggle to survive by avoiding these 6 typical mistakes retirees make when it comes to their finances.

Are You Procrastinating About Your Finances? Here are 5 Ways to Overcome It

12/07/2022 08:34 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Are You Procrastinating About Your Finances? Here are 5 Ways to Overcome It
You probably learned in college, that procrastination is usually not the best way to do your best work. Do you procrastinate with your finances, as well? These five tips can help you to overcome this bad habit.

How to Calculate Your Net Worth & Why It Matters

02/09/2022 11:29 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Calculate Your Net Worth & Why It Matters
Net worth is just one part of your financial picture, but it’s a good diagnostic to know. Learn more about how to calculate your net worth and why it matters.

Understanding Inflation in 2021: What Investors Need to Know

08/26/2021 10:24 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding Inflation in 2021: What Investors Need to Know
Did you know people are Googling the word "Inflation" at a record-breaking rate? If the economic uncertainty of the past year has you scratching your head as well, here's what you need to know about inflation and your investments.

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