Michael Haubrich, CFP®, Author at To Your Wealth

How the FDIC helps protect your money

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®March 14, 2023

The Federal Deposit Insurance Corporation (FDIC) is an independent agency of the U.S. federal government that provides deposit insurance to protect depositors in case an FDIC-insured bank or savings institution fails.

Preparing for expenses in retirement

The Journal Times, To Your WealthBy Michael Haubrich, CFP®February 15, 2023

Preparing for expenses in retirement and in the years before will help ensure you do not out live your available money once you retire.

Identity theft incidents on the rise

The Journal Times, To Your WealthBy Michael Haubrich, CFP®November 14, 2022

With an incident occurring every 22 seconds, 33% of Americans have faced some form of identity theft at some point in their lives.

A historical view of recession

The Journal Times, To Your WealthBy Michael Haubrich, CFP®October 25, 2022

The U.S. has experienced two consecutive quarters of negative GDP growth in 2022 but the NBER has yet to call our current condition a recession.

Consider adding Series I savings bonds to your portfolio

The Journal Times, To Your WealthBy Michael Haubrich, CFP®April 4, 2022

Series I savings bonds are offering 7.12 percent interest rate through April, 2022. Consider adding this asset to your portfolio.

Explore your options for charitable giving

The Journal TimesBy Michael Haubrich, CFP®December 15, 2021

When it comes to planning your charitible giving, you have options that may provide tax advantages as well as helping others.

What it really means to be a fiduciary financial advisor

Articles of Interest, The Journal Times, To Your WealthBy Michael Haubrich, CFP®October 7, 2021

Just because an advisor says s/he is a fiduciary doens’t mean they’re held to the same legal standard. You need to know what being your fiduciary really means.

Who is impacted most by inflation?

The Journal Times, To Your WealthBy Michael Haubrich, CFP®August 12, 2021

The cost of everything is going up. Many retirement projections are based on a much lower inflation rate than what we are currently experiencing.

Increased risk of financial abuse due to COVID isolation

Elder Life Planning, The Journal Times, To Your WealthBy Michael Haubrich, CFP®July 13, 2021

The isolation generated by the COVID quarantines left seniors more vulnerable to scammers and increased potential for financial elder abuse.

Long-term care planning should start with visioning your late-life

Elder Life Planning, The Journal Times, To Your WealthBy Michael Haubrich, CFP®April 13, 2021

Knowing what you want in your late-life years is an important first step to planning your financial well-being for those years.

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