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Blog

Peter Hafner | Jan 26, 2022

How Habits can Impact Your Finances

Financial Advisor
Unhappy with your current financial situation? Your daily habits may be to blame.
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Peter Hafner | Jan 11, 2022

How to Follow Through on New Year’s Resolutions

Retirement
The new year is the perfect break in the calendar that allows us to take off the old and put on the new. One way we can make a change is to set new goals, which
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Peter Hafner | Dec 7, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Taxes
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Peter Hafner | Dec 2, 2021

7 Questions to Ask Your CPA Before Year-End

Taxes
Given the complex tax situation many high-income earners face, start tax planning now while there is still time to make adjustments. These seven questions can
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Peter Hafner | Nov 23, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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Peter Hafner | Nov 1, 2021

Inflation, Interest Rates, and the Federal Reserve’s View of the Economy

Investing
ast September, Jerome Powell chairman of the Federal Reserve unveiled their plan to begin exiting their emergency plan and address inflation concerns. Although
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Peter Hafner | Oct 27, 2021

How the American Families Plan May Change Your Taxes

Taxes
The new changes to the tax code are meant to increase taxes on the top earners through a variety of different methods. Perhaps the biggest change is a proposed
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Peter Hafner | Oct 21, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
Financial Advisor
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Peter Hafner | Oct 12, 2021

What Are Cryptocurrencies and Are They Safe to Invest In?

Investments
For those who are unaware cryptocurrency is essentially money...
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Peter Hafner | Oct 4, 2021

Retirement as a Single Woman

Retirement
Be prepared to live a long life by setting realistic expectations for your savings goals and budget in retirement.
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Peter Hafner | Sep 22, 2021

The Pros and Cons of Investment Apps

Investing
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Peter Hafner | Sep 16, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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