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Blog

Peter Hafner | Aug 12, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Financial Advisor
Retirement
Scammers are getting smarter with AI-powered fraud tactics like voice cloning, deepfakes, and fake websites. Learn how to spot the signs and protect your
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Peter Hafner | Jun 10, 2025

Simple, Steady, Successful: Buffett’s Way

Retirement
Investing
Warren Buffett built a 5.5 million percent return by keeping things simple, steady, and smart. As he steps back at 94, his timeless investing lessons still
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Peter Hafner | May 29, 2025

Spring Clean Your Finances

Retirement
Financial Advisor
Investing
Spring clean your finances with 8 smart tips to save money, cut clutter, and reset your financial goals for the season.
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Peter Hafner | May 8, 2025

Beyond the Paycheck: How to Plan for a Happy, Active Retirement

Retirement
Discover how to thrive in retirement with purpose, structure, and fulfillment—beyond just financial planning.
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Peter Hafner | Apr 28, 2025

Claim Now or Later? A Smart Guide to Your Social Security Decision

Retirement
Wondering when to apply for Social Security? Learn how timing affects your benefits, key factors to consider, and strategies to maximize your retirement income.
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Peter Hafner | Apr 1, 2025

Tax-Saving Strategies to Keep More of Your Money

Taxes
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where
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Peter Hafner | Mar 11, 2025

How Tariffs Could Impact Your Retirement Savings

Retirement
Financial Advisor
Investing
Discover how tariffs, inflation, and rising interest rates could impact the stock market and your investments. Learn how to potentially protect your retirement
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Peter Hafner | Feb 13, 2025

The Financial Workout Plan

Financial Advisor
Retirement
Just like physical fitness strengthens your body, financial fitness strengthens your future. Discover the key habits that will keep your finances in top shape!
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Peter Hafner | Jan 9, 2025

Is Your Retirement Savings On Track?

Retirement
Financial Advisor
Investing
Discover essential retirement savings milestones and actionable tips to secure your financial future. Plan your dream retirement today!
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Peter Hafner | Dec 18, 2024

How to Steer Clear of the Biggest Retirement Regrets

Retirement
5 major retirement regrets that are NOT inevitable & how to avoid them.
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Peter Hafner | Dec 10, 2024

Take Control: Year-End Planning Tips for Success

Retirement
Financial Advisor
The year is coming to an end. It’s time to save on taxes and set yourself up for the new year.
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Peter Hafner | Nov 25, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Financial Advisor
Retirement
Investing
For most of us, many financial topics are simply off-limits. That means that many of us are not discussing money as much as we probably should be. To move past
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