Blog tagged as Financial Planning

You'll Be Able to Contribute More to Your HSA in 2024

05/22/2023 08:16 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
You'll Be Able to Contribute More to Your HSA in 2024
HSAs can be a powerful tool for reducing overall medical expenses and saving for retirement. Here are the 2024 contribution limits so you can take full advantage of them.

Looking to Trim Your Budget? 9 Ways to Save on Groceries

05/10/2023 09:12 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Looking to Trim Your Budget? 9 Ways to Save on Groceries
We need food, but we don't need to spend more than we have to on it. These 9 grocery shopping hacks can help stretch your monthly budget.

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!).
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