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Blog

Peter Hafner | May 17, 2022

Women Face Financial Dangers in Retirement

Retirement
Saving for retirement is a deliberate choice. Unfortunately, women face greater challenges than men when it comes to setting aside funds for retirement.
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Peter Hafner | Apr 28, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Peter Hafner | Apr 11, 2022

How Should You Spend a Tax Return?

Taxes
Are you getting a tax refund this year? You might be thinking to yourself, “How can I best spend my lump sum?” But, maybe a better question to ask is how might
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Peter Hafner | Apr 5, 2022

Why Financial Professionals Are Still Important

Financial Advisor
With the popularity of robo-advisors, are financial professionals still necessary?
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Peter Hafner | Mar 22, 2022

Divorce and Retirement: Here’s What You Need to Know

Retirement
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Peter Hafner | Mar 8, 2022

Easy Tips to Take Time Off Taxes

Taxes
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Peter Hafner | Feb 11, 2022

7 Steps for Staying Ahead of Scammers

Retirement
When was the last time you received a phone call or email from a scammer? Internet scams show no signs of letting up, but you can avoid becoming a victim with
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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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