Save for Your Retirement

11/20/2023 03:13 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Save for Your Retirement
Are you saving enough for retirement? These tips will help you save the amount that you want for your retirement.

Income Tax Brackets for 2024

11/09/2023 02:56 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Income Tax Brackets for 2024
The IRS announced higher tax brackets and standard deductions for 2024. Contribution limits have also been increased for HSAs and FSAs.

Reviewing Your Homeowners Insurance

11/08/2023 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Reviewing Your Homeowners Insurance
The language of homeowners insurance can be confusing, but it needn't be. Here's an explanation of common terms and coverage to make it easy for you to understand your policy.

Top 5 Things to Know About a SEP IRA

10/31/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Top 5 Things to Know About a SEP IRA
Own your own business or self-employed? Whether you're going it alone or managing some top-level talent, you may want to consider offering a SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.

The 80/20 Rule In Homeowners Insurance

10/26/2023 08:20 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The 80/20 Rule In Homeowners Insurance
It's important to make sure your insurance policy covers at least 80% of the replacement cost of your home, and it's not just because your mortgage lender may require it.

How to Make Your Money Last in Retirement 

10/17/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Make Your Money Last in Retirement 
Whether you're already retired or just beginning to consider your retirement years, the question "Will I outlive my money?" is most likely a top concern.
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