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Blog

Peter Hafner | Apr 19, 2017

Sailing Your Way to Better Investments

Investing

Every year my wife and I rent a cottage on Keuka Lake.   It's a beautiful place. We spend a week relaxing in the sun, reading, resting, and enjoying the view.

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Peter Hafner | Apr 5, 2017

Don’t Let Your Best Thinking Derail Your Retirement Dreams

Retirement

The stock market did great last year.  The Dow was up 13.4%; the S&P gained 9.5%; and the Nasdaq was up 7.5%,  according to CNN Money.

 

But do you remember how

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Peter Hafner | Mar 29, 2017

How to Disinherit Your Loved Ones … By Accident

Retirement

It seems simple – Hire an attorney, sign the appropriate paper work, and after you die, your assets will go to whoever you choose, right?

But what if things

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Peter Hafner | Mar 21, 2017

Could a Reverse Mortgage Save Your Retirement Dreams?

Retirement

Do any of you feel like The Baby Boomers are getting a bad rap these days?  

It seems like every day we are bombarded by negative articles and news stories

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Peter Hafner | Mar 3, 2017

Ballooning College Costs

Financial Advisor

The average cost of tuition and fees for the 2016–2017 school year is $33,480 at private colleges, and $9,650 for state residents at public colleges. It

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Peter Hafner | Feb 3, 2017

Income in our Golden Years

Retirement

As adults, we know the importance of saving for retirement. It's really easy. Just set up an automatic withdrawal from each month's paycheck and direct it into

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Peter Hafner | Jan 11, 2017

Your defenses against fraud

Retirement

Fraud is a reality that we must constantly guard ourselves against. There are those who can be considered trusted advisors and there are those who will always

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Peter Hafner | Dec 5, 2016

12 smart planning moves to consider

Retirement

The end of the year is fast approaching and now is the perfect time to review items you might want to consider as you get set to enter 2017. Many of the IRS

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Peter Hafner | Aug 11, 2016

10 Stock Market Facts you Didn't Know

Investing

Pizza, family, outdoor.jpeg

1.   After seeing it hit a low point in 2009, Domino's Pizza saw their stock grow 233 percent within a year after changing their pizza recipe. -  Source

 

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Peter Hafner | Feb 18, 2015

Social Security: Now or Later?

Retirement

When it comes to the question of when to begin taking Social Security income, the choice looms large.  Should you apply now to get earlier payments? Or wait for

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