by Peter Hafner, CFP®, CWS® | Apr 24, 2020 | CARES Act, Coronavirus, Financial Advisors, Investing, IRA, Retirement, Taxes
First, let me say that this is general advice. Your situation is unique, and we will tailor our guidance around your particular circumstances. Did you know that the CARES Act waives the 10% penalty for withdrawing from an IRA or an employer-sponsored plan prior to...
by Peter Hafner, CFP®, CWS® | May 23, 2019 | 401k, Family, Financial Advisors, Investing, IRA, Lifestyle, Retirement, Security, Social Security, Taxes
As a financial planner who specializes in helping people make sure they have enough money to retire , I’m distressed when people put off their planning. Even though I get it! It’s hard to start planning for retirement. Perhaps you tried and gave up....
by Peter Hafner, CFP®, CWS® | Apr 4, 2019 | 401k, Family, Financial Advisors, Investing, IRA, Lifestyle, Pension, Retirement, Security, Social Security, Stock Market
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 numbers into your calculator. The answers make no sense but you scribble them down anyway....
by Peter Hafner, CFP®, CWS® | Jul 26, 2018 | Investing, IRA, Pension, portfolios
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, they are sometimes surprised to learn that those same investments may not serve them well in Retirement. Here...
by Peter Hafner, CFP®, CWS® | Jul 25, 2018 | Financial Advisors, Investing, IRA, portfolios
Rolling over your funds for retirement presents a number of opportunities for error. There are plenty of government and IRS regulations to consider, and running afoul of any of them can be expensive in terms of penalties, fees, and even access to your savings. To help...
by maybeanhafner | Aug 3, 2017 | IRA, Savings Account
Interest rates are low . Probably the lowest you’ve ever seen in your life time. This leaves a lot of people wondering how they can do better with their savings. In fact, a friend was asking if a Roth IRA might be the answer. She was wondering how a Roth IRA...
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