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.

How to Protect Your Bank Account: 9 Security Tips

12/21/2022 01:37 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Protect Your Bank Account: 9 Security Tips
Whether you’re shopping online or pumping gas at the station, there are steps you can take to help keep your identity and money protected.
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