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Blog

Peter Hafner | Oct 27, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Peter Hafner | Oct 17, 2022

Don’t Fall Victim to Online Threats

Retirement
Fraud, identity theft, and online scams that target your finances pose significant challenges for everyone in today’s digital world.
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Peter Hafner | Oct 4, 2022

Financing Long-Term Care: Your Options Explained

Healthcare
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Peter Hafner | Sep 20, 2022

Asset Allocation and Risk Allocation

Investing
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Peter Hafner | Sep 8, 2022

4 Ideas for Managing Health Care Costs in Retirement

Retirement
Healthcare
Managing and wrapping your head around health care costs and health insurance may seem like a daunting task. But there are ways to manage costs and reduce
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Peter Hafner | Aug 25, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Peter Hafner | Aug 18, 2022

Why is the Fed Raising Interest Rates to Tackle Inflation?

Retirement
The Federal Reserve has been grappling with the worst inflation in over 40 years. Of course, it’s not just the Fed. Equity investors, bondholders, consumers and
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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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