Blog tagged as Spending Plan

6 Tips to Help Save For Your Family Vacation

05/24/2024 01:37 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
6 Tips to Help Save For Your Family Vacation
Summer is almost here, so here are six strategies to save money on a family vacation. By following these tips, families can effectively budget and plan for a dream vacation, ensuring everyone contributes and enjoys the process.

How to Trick Yourself Into Saving Money

03/27/2024 06:11 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Trick Yourself Into Saving Money
Saving money can feel like such an impossible task to do, especially when the temptation to spend has gotten so high.

How to Save For a Downpayment

02/29/2024 04:49 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Save For a Downpayment
The traditional way to purchase a home is to make a downpayment when financing the purchase with a mortgage. Here are some tips for saving for a downpayment.

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.

Retirement Strategy: Money & Longevity

09/11/2023 04:44 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Retirement Strategy: Money & Longevity
One of the biggest fears retirees have is running out of money during retirement. Longevity is a major factor in your retirement strategy.
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