Blog tagged as Retirement Planning

401(k) to IRA Rollovers: What You Need to Know

08/22/2024 09:43 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
401(k) to IRA Rollovers: What You Need to Know
Rolling over a 401(k) to an IRA offers greater investment flexibility and potential cost savings, but it requires careful consideration of the disadvantages before proceeding.

Top Concerns of Affluent Investors and How Financial Planners Can Help

06/13/2024 10:41 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Top Concerns of Affluent Investors and How Financial Planners Can Help
Affluent investors face unique financial challenges, including wealth preservation, tax optimization, and estate planning. Financial planners can offer tailored solutions to manage and protect significant wealth effectively.

Social Security Planning is Becoming More Important Than Ever

05/09/2024 07:52 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Social Security Planning is Becoming More Important Than Ever
With Social Security facing projected depletion of its trust fund by 2033, individuals approaching retirement age confront challenging decisions about when to claim benefits, while younger workers grapple with doubts about the program's future reliability.

Save for Your Retirement

11/20/2023 03:13 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Save for Your Retirement
Are you saving enough for retirement? These tips will help you save the amount that you want for your retirement.

How to Make Your Money Last in Retirement 

10/17/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Make Your Money Last in Retirement 
Whether you're already retired or just beginning to consider your retirement years, the question "Will I outlive my money?" is most likely a top concern.

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 Really Ready to Retire?

09/27/2023 08:27 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Are You Really Ready to Retire?
There's plenty to consider when determining if you're financially prepared to leave the working world. Consider each of these 5 factors carefully before taking this next step in life.
Next

Tags