Blog tagged as Financial Planning

Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques

09/01/2021 11:11 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques
The same paintbrush can create a valuable work of art, or a clashing mess on canvas. It all depends on how you use the brush. In other words, your tax-planning techniques matter at least as much as the tools.

Is Inflation Haunting Your Financial Dreams?, Part 2: What We Can Do About It

07/05/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Is Inflation Haunting Your Financial Dreams?, Part 2: What We Can Do About It
For investors, it’s important to take a step back and look at the big picture before acting on breaking news. But what if inflation does get out of hand, and stays that way for a while?

Understanding Sequence Risk

01/10/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding Sequence Risk
There is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk.
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