Hafner Financial Group Blog

Do you have questions about your finances?
We have answers!

Each week we post an original article on a variety of topics. Past topics include: reviewing your investment portfolio, handling the ups and downs of the stock market, and the questions to ask yourself before you retire.

We may even feature some of our clients, or have a fun quiz from time to time. Check back each week for a new post.

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

Cassie Hafner
Cassie Hafner | Thursday, September 20 , 2018
CFP®, CWS®, CFA®, PFS® - there are so many acronyms, but what do they all mean?
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4 Reasons to Change Up Your Investment Portfolio

Peter C. Hafner, CFP®, CWS®
Peter C. Hafner, CFP®, CWS® | Thursday, July 26 , 2018
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...
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10 Biggest Rollover Blunders (and How to Avoid Them)

Peter C. Hafner, CFP®, CWS®
Peter C. Hafner, CFP®, CWS® | Wednesday, July 25 , 2018
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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Will Timing The Market Cure My Investment Anxiety?

Peter C. Hafner, CFP®, CWS®
Peter C. Hafner, CFP®, CWS® | Monday, July 02 , 2018
Buy low, sell high. That’s how you make money in the stock market, right?  Like most things in life, this simple wisdom gets much more complicated once...
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The Curves of Retirement: Calculating Your Retirement Trajectory

Peter C. Hafner, CFP®, CWS®
Peter C. Hafner, CFP®, CWS® | Thursday, June 28 , 2018
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...
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Change the Channel

Peter C. Hafner, CFP®, CWS®
Peter C. Hafner, CFP®, CWS® | Friday, April 20 , 2018
  Do you remember the last time you were in your car and a song came on the radio that you didn’t like? And I don’t mean a song that was okay, but not one...
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How To Keep The State From Taking Your Investments

Peter C. Hafner, CFP®, CWS®
Peter C. Hafner, CFP®, CWS® | Monday, March 26 , 2018
Have you ever lost your keys? It’s incredibly frustrating, isn’t it? It seems impossible. How can they not be right where you left them? The good news...
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Should I Be Worried About The Volatile Stock Market?

Peter C. Hafner, CFP®, CWS®
Peter C. Hafner, CFP®, CWS® | Wednesday, February 14 , 2018
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 ...
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Does my Financial Advisor Need to be Local?

Peter C. Hafner, CFP®, CWS®
Peter C. Hafner, CFP®, CWS® | Wednesday, January 10 , 2018
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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3 Fears of Letting a Professional Manage your Finances

Peter C. Hafner, CFP®, CWS®
Peter C. Hafner, CFP®, CWS® | Wednesday, November 15 , 2017
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...
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