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Blog

Peter Hafner | May 15, 2019

Afraid To Retire? Don’t Let Your Own Thinking Make It Worse

Retirement
The stock market volatility in late 2018 and early 2019 was quite something, yes? A big crash in December was headlined as “The worst December since the Great
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Peter Hafner | Apr 15, 2019

You Can Have Enough Money To Retire (With This Smart Investment Strategy)

Retirement
You’d like to have an idea of when you can retire, right? You’ve told everyone you’ll be so ready. Sometimes you close your eyes and smile, imagining your
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Peter Hafner | Apr 4, 2019

When Can I Retire? 9 Questions To Answer First (Then You’ll Know)

Retirement
Let me guess. You’re aching to retire, and you’d be counting the days…if only you knew how many you had left until you could afford to stop working. You punch
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Peter Hafner | Oct 29, 2018

Your Mindset Is The Most Important Retirement Planning Tool

Retirement

In my last article I promised I would show you some tools and strategies you could use to potentially create an income stream for retirement that is both

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Peter Hafner | Oct 28, 2018

How To Retire When The Market Is Dropping

Retirement

 

The stock market had a big drop last week. In fact, it was the biggest decline since April.

 

Lots of people are frightened. But the question is, should you be?

 

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Peter Hafner | Sep 20, 2018

What Do the Letters Mean After My Financial Advisor’s Name?

Financial Advisor

CFP®, CWS®, CFA®, PFS® - there are so many acronyms, but what do they all mean?

Have you ever wondered about the education needed, the exam process, or

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Peter Hafner | Jul 28, 2018

4 Reasons to Change Up Your Investment Portfolio

Investing

 

I often meet families who created an investment portfolio many, many years ago. And while it seems to have performed great during their pre-retirement years

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Peter Hafner | Jul 25, 2018

10 Biggest Rollover Blunders (and How to Avoid Them)

Investing

 

Rolling over your funds for retirement presents a number of opportunities for error. There are plenty of government and IRS regulations to consider, and

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Peter Hafner | Jun 28, 2018

The Curves of Retirement: Calculating Your Retirement Trajectory

Retirement

Have you ever watched a good basketball player shoot a free throw? They bounce the ball a couple of times and line up the shot. Then, whoosh! The ball sails

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Peter Hafner | Feb 14, 2018

Should I Be Worried About The Volatile Stock Market?

Investing

 

Did you see the Super Bowl Sunday?

 

Of course you did. You and 103.4 million other people.

 

Unless you are a Patriots fan, it was a joy to watch the 

 

Philadelphi

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Peter Hafner | Jan 10, 2018

Does my Financial Advisor Need to be Local?

Financial Advisor

 

I just got off the phone with tech support for my home printer.

 

It’s pretty incredible, they were able to remote into my home network and get everything

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Peter Hafner | Nov 15, 2017

3 Fears of Letting a Professional Manage your Finances

Financial Advisor

I saw my doctor the other day. He's a great guy and runs a good practice. I really appreciate how efficient and accommodating he and his staff are. But having

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