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Blog

Peter Hafner | Oct 4, 2024

Financial Milestones After 50

Retirement
Financial Advisor
Here’s a look at each milestone birthday after 50 and the role it can play in your overall financial wellness.
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Peter Hafner | Sep 10, 2024

Will Your Retirement Last 20+ Years? The Importance of Longevity Literacy

Retirement
Financial Advisor
Let’s explore how understanding longevity could create a positive impact in your retirement planning.
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Peter Hafner | Aug 20, 2024

Understanding Your Crucial Role as an Agent in a Power of Attorney (POA)

Financial Advisor
Retirement
A power of attorney (POA) can grant you certain authority and specific responsibilities. This guide shares fundamentals, detailing some common types of powers
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Peter Hafner | Aug 8, 2024

Surviving Sticker Shock As You Gear Up For College

Financial Advisor
College costs can give you a jolt. But there are ways to reduce the costs and to find financial aid. Here are some ideas on how to reduce the financial blow of
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Peter Hafner | Jul 25, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Retirement
Here’s a breakdown of 4 estate planning missteps and how to fix them.
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Peter Hafner | Jul 9, 2024

Protecting Your Loved Ones: A Caregiver's Guide to Safety and Scams

Healthcare
Taking on the role of a caregiver can be a rewarding experience. But it will require sacrifice, and it can be emotionally draining.
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Peter Hafner | Jun 17, 2024

Don’t Leave Your Legacy to Chance

Retirement
Too many people—maybe even you—have neglected to make their wills and other estate-planning documents. No one should wait. Now is the time to stop putting off
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Peter Hafner | Jun 4, 2024

Social Media Money Scams & How to Spot Them

Financial Advisor
Retirement
Investing
Believe it or not social media scams have been picking more pockets than any other scam today. Here’s a closer look at today’s most common social media scams
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Peter Hafner | May 21, 2024

How to Boost Your Financial Literacy

Financial Advisor
Retirement
Investing
Financial literacy is about personal finance, budgeting, savings, investing, debt, and more. Here are 5 simple tips for success in boosting your financial
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Peter Hafner | May 2, 2024

Must-Have Habits for a Happy Retirement

Retirement
Much has been written about saving for retirement, and we adhere to the principle that financial security is a key component to a successful retirement. Money
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Peter Hafner | Apr 16, 2024

4 Financial Mistakes to Avoid this Spring

Retirement
Financial Advisor
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Peter Hafner | Apr 4, 2024

Maximizing Your Social Security

Retirement
Most don’t think about Social Security until they approach the age of eligibility. But it’s best to plan early so you can plan with confidence.
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