Blog by Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Estate Planning in 2022: Do You Have These Documents Prepared?

01/07/2022 08:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

If Santa Fell Off the Roof, Would Your Insurance Cover It? Here's How Your Insurance Company Would Handle These Christmas Movie Mishaps

12/24/2021 08:28 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
If Santa Fell Off the Roof, Would Your Insurance Cover It? Here's How Your Insurance Company Would Handle These Christmas Movie Mishaps
The holiday season isn't complete until you've watched your favorite Christmas movie. While you settle in with a cup of cocoa, think about how the aftermath of these favorite movie mishaps would play out in real life.

7 Best Podcasts for Thrifty Travelers

12/22/2021 08:10 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
7 Best Podcasts for Thrifty Travelers
Have travel dreams, but want to do them on a budget? Check out these seven podcasts for thrifty globetrotters!

4 Ways Gig Economy Workers Can Financially Prepare for an Economic Slowdown

12/17/2021 12:04 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
4 Ways Gig Economy Workers Can Financially Prepare for an Economic Slowdown
If you can't depend on a steady paycheck or unemployment, having a substantial cushion of cash is essential to preparing for an economic slowdown.

What Is My Tax Bracket for the 2022 Tax Year?

12/15/2021 09:28 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Is My Tax Bracket for the 2022 Tax Year?
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.

The Pros and Cons of Early Retirement Plan Rollovers

12/13/2021 08:08 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Pros and Cons of Early Retirement Plan Rollovers
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.

College Funding Choices

12/10/2021 08:05 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
College Funding Choices
How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.
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