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Blog

Peter Hafner | Jul 25, 2022

Should You Consider a Financial Caregiver?

Retirement
Age and poor health can quickly impair a person’s ability to deal with life’s many responsibilities, including handling money.
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Peter Hafner | Jul 5, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Peter Hafner | Jun 23, 2022

Taking the Stairs Up & the Elevator Down: What's Going On in the Stock Market?

Investing
Odds of a recession have risen. While stocks have a long-term upward bias, downturns can be swift and uncomfortable.
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Peter Hafner | Jun 14, 2022

Are Emotions Controlling Your Personal Finances?

Financial Advisor
Investing
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Peter Hafner | Jun 2, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Peter Hafner | May 17, 2022

Women Face Financial Dangers in Retirement

Retirement
Saving for retirement is a deliberate choice. Unfortunately, women face greater challenges than men when it comes to setting aside funds for retirement.
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Peter Hafner | Apr 28, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Peter Hafner | Apr 11, 2022

How Should You Spend a Tax Return?

Taxes
Are you getting a tax refund this year? You might be thinking to yourself, “How can I best spend my lump sum?” But, maybe a better question to ask is how might
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Peter Hafner | Apr 5, 2022

Why Financial Professionals Are Still Important

Financial Advisor
With the popularity of robo-advisors, are financial professionals still necessary?
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Peter Hafner | Mar 22, 2022

Divorce and Retirement: Here’s What You Need to Know

Retirement
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Peter Hafner | Mar 8, 2022

Easy Tips to Take Time Off Taxes

Taxes
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Peter Hafner | Feb 11, 2022

7 Steps for Staying Ahead of Scammers

Retirement
When was the last time you received a phone call or email from a scammer? Internet scams show no signs of letting up, but you can avoid becoming a victim with
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