Blog tagged as Insurance Planning

Estate Taxes May Be Changing Soon

10/29/2021 08:32 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Taxes May Be Changing Soon
Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.

Medicare Open Enrollment Begins Oct. 15th. What Does That Mean For You?

09/17/2021 11:51 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Medicare Open Enrollment Begins Oct. 15th. What Does That Mean For You?
Do you really need to put 20% down to buy a house? We've got the answer to this common question plus everything you need to know about mortgages as you begin your house hunt.

It's Life Insurance Awareness Month: Should You Have Multiple Life Insurance Policies?

09/09/2021 11:29 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
It's Life Insurance Awareness Month: Should You Have Multiple Life Insurance Policies?
Whether you need more than one life insurance policy will depend on your personal and financial situation. This article explores some of the reasons someone might purchase additional policies.
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