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Blog

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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Peter Hafner | Mar 19, 2024

What’s Your Money “Archetype?”

Retirement
Investing
Financial Advisor
There are eight common money behavior patterns or “archetypes” battling it out in every investor. Being aware of your unconscious attitudes and behaviors toward
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Peter Hafner | Mar 11, 2024

Best Practices to Minimize an Audit

Taxes
We’re moving into tax season. Let's take a look at red flags that might get the attention of the IRS, to help reduce your chances of a tax audit.
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Peter Hafner | Feb 15, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Peter Hafner | Feb 6, 2024

Enhance Your Financial Fitness

Financial Advisor
Investing
Retirement
As we move into 2024, it’s a good time to review what it means to be financially fit. Financial Fitness is more than just having a pile of money; it's about
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Peter Hafner | Jan 25, 2024

What to Watch Out for in an Election Year

Investing
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. Here’s a handful of
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Peter Hafner | Jan 5, 2024

Key Numbers as You Plan for 2024

Retirement
Taxes
As we move into 2024, it’s a good time to look at some key data that can equip you for prudent tax planning.
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Peter Hafner | Dec 19, 2023

A Year of Resilience and Growth in the Face of Challenges

As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months. It's a time to celebrate successes, learn from setbacks
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Peter Hafner | Dec 7, 2023

Year‑End Financial To-Do List

Financial Advisor
It’s that time of year when you make lists…and then check them twice. The same goes for your year-end financial planning.
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Peter Hafner | Nov 20, 2023

Tackling Long-Term Care Needs

Healthcare
Many of us will need long-term care at some point in our lives. Here are six steps to help you think—and begin planning for—your possible long-term care needs.
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Peter Hafner | Nov 10, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Retirement
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Peter Hafner | Oct 18, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investing
Financial Advisor
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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