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Blog

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 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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Peter Hafner | Sep 7, 2021

SECURE Act 2.0 and Your Retirement

Retirement
In late 2019, the president signed the SECURE Act into law. Although the changes are recent, Congress is already considering what many are calling SECURE Act 2
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Peter Hafner | Sep 1, 2021

Ensuring an Income During Retirement

Retirement

For many people on the verge of retirement, the anxiety surrounding paying for their needs during the most fragile years of life is a daunting one. Despite

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Peter Hafner | Aug 25, 2021

Making the Most of Your Tax Return

Taxes
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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