Estate Planning in the Digital Age: Passing on Your Digital Legacy

03/29/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning in the Digital Age: Passing on Your Digital Legacy
It is a good idea to plan for the management of your digital assets by incorporating your digital legacy into your estate plan.

5 Home Renovations That Can Affect Your Insurance

03/23/2023 11:01 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Home Renovations That Can Affect Your Insurance
As summer approaches, so does home renovation season. These top 5 renovations can have a large impact your home insurance costs.

Bank Failures and Fractional Reserve Banking

03/13/2023 08:10 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Bank Failures and Fractional Reserve Banking
With the recent bank failures, it's important to understand fractional reserve banking and how you can protect yourself against a bank failure.

5 Children's Books To Teach Kids About Money

03/03/2023 11:38 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Children's Books To Teach Kids About Money
The more you read the more you know! These 5 children's books are sure to entertain and teach fundamental money skills to your little ones.

5 Steps for Handling an Unexpected Tax Bill

02/22/2023 11:35 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Steps for Handling an Unexpected Tax Bill
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

What is Crypto Staking?

02/15/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What is Crypto Staking?
Crypto staking has been in the news lately. What is crypto staking and is it something you should do with your crypto portfolio?

Capital Gains & Your Taxes: A Brief (But Important!) Guide

02/08/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Capital Gains & Your Taxes: A Brief (But Important!) Guide
Capital gains taxes apply to more than stocks. The amount of capital gains taxes you pay depends on a variety of factors. Here's how capital gains tax works and a few tips for reducing them.

What is the Difference Between Quarterly and Annual Taxes?

02/01/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What is the Difference Between Quarterly and Annual Taxes?
You know you have to pay taxes, but did you know when you choose to pay them could make a big difference in your tax return? Start the new year off right with these must-know facts about your taxes (Psst, especially if you're a business owner!).

5 Money Saving Tactics You Can Employ Today

01/25/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Money Saving Tactics You Can Employ Today
From cutting back on expenses to incorporating at-home solutions, discover five easy ways to incorporate more savings into your lifestyle.
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