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Blog

Peter Hafner | Apr 1, 2021

Social Media Short Squeezes and Trading Frenzies in the Internet Age

Investing
The effects of the drastic rise of social media in our everyday lives are no doubt widespread. Examinations into the way we present ourselves and the way we
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Peter Hafner | Mar 11, 2021

A Few Considerations to Make before Comitting to a Roth Conversion

There are many perfectly valid reasons why you may be considering converting your traditional IRA to a Roth IRA. The most obvious being the numerous tax
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Peter Hafner | Mar 11, 2021

Understanding Federal Reserve Relief Programs

Finance
Because of the very real possibility of widespread economic devastation on top of a devastating pandemic, it became necessary for the Federal Reserve to step in
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Peter Hafner | Feb 26, 2021

Creating Common Ground and Avoiding Financial Stress in your Marriage

Financial Advisor
We’ve all heard it a million times when it comes to happy relationships, “Communication is key.” Yet, with something that plays such a pivotal role in our lives
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Peter Hafner | Feb 2, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time.
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Peter Hafner | Jan 18, 2021

2021 A Year to be Bold or Play it Safe?

Stock Market
Despite the economic and personal havoc caused by the Covid-19 pandemic and the end of an 11-year long bull market, the strong economic end to 2020 has made
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Peter Hafner | Dec 16, 2020

9 Smart Year End Planning Moves to Consider

Investing
As a new year approaches, it is important to create yourself a year end-check list so you can start the new year stress-free.
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Peter Hafner | Dec 8, 2020

9 Tax Facts & Tips To Save You Money

Taxes
​​​​​​​I know it’s a busy time. But it’s not too soon to start thinking about taxes.
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Peter Hafner | Nov 25, 2020

Understanding Exchange-Traded Funds

Investing
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing.
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Peter Hafner | Nov 13, 2020

7 Financial Planning Steps You Can Implement Today

Investing

The end of the year is fast approaching. As the calendar days march toward 2021, let’s keep in mind that there are several ideas we should review as you work to

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Peter Hafner | Nov 9, 2020

Election 2020 : A Nail-Biter

Investing
For the nation, 2020 has been one of the most difficult years in memory. We are grappling with Covid and its fallout, economic upheaval, racial tensions
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Peter Hafner | Oct 13, 2020

How to Plan Long-Term Care Before You Need It

Financial Advisor
By planning early for long-term care now, you’ll be more likely to have greater control over significant decisions and remain comfortable as you get older. 
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