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

Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques

09/01/2021 11:11 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques
The same paintbrush can create a valuable work of art, or a clashing mess on canvas. It all depends on how you use the brush. In other words, your tax-planning techniques matter at least as much as the tools.

Understanding Inflation in 2021: What Investors Need to Know

08/26/2021 10:24 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding Inflation in 2021: What Investors Need to Know
Did you know people are Googling the word "Inflation" at a record-breaking rate? If the economic uncertainty of the past year has you scratching your head as well, here's what you need to know about inflation and your investments.

Scammers Are Getting Smarter in 2021: 5 Ways to Spot Them Online, Over the Phone and In Person

08/23/2021 10:14 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Scammers Are Getting Smarter in 2021: 5 Ways to Spot Them Online, Over the Phone and In Person
As people grow to recognize scams, scammers grow more sophisticated. Here are 5 tell-tale signs that you may be dealing with a scam.

Finances: The No. 1 Reason Americans are More Anxious Than Ever Before

08/20/2021 10:11 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Finances: The No. 1 Reason Americans are More Anxious Than Ever Before
When it comes to money, there are four ways you can more effectively manage your finances so you remain in control of your spending habits. Here are four of them.
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