Blog tagged as Financial Planning

The Sandwich Generation: How to Financially Care For You, Your Kids & Your Parents

01/19/2022 08:17 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Sandwich Generation: How to Financially Care For You, Your Kids & Your Parents
If you find yourself raising young ones while caring for older relatives, you're a parent who goes above and beyond. Here are a few things to help ease the financial stress of doing so.

How Your Money Mentality Should Change in Retirement

01/10/2022 11:49 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Your Money Mentality Should Change in Retirement
Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon.

7 Best Podcasts for Thrifty Travelers

12/22/2021 08:10 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
7 Best Podcasts for Thrifty Travelers
Have travel dreams, but want to do them on a budget? Check out these seven podcasts for thrifty globetrotters!

What Is My Tax Bracket for the 2022 Tax Year?

12/15/2021 09:28 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What Is My Tax Bracket for the 2022 Tax Year?
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.

Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits

11/22/2021 12:29 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits
People are spending more time than ever on their phones and other screens. Think it's time for a detox? Your bank account may thank you. Reset your spending habits with these 5 tips.

2022 Contribution Limits

11/17/2021 08:06 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
2022 Contribution Limits
Preparing for retirement got a little more room as the IRS announced new contribution limits for 2022. Here's a look at the new limits.
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