Blog tagged as Life Insurance

5 Things to Consider When Shopping for Life Insurance

08/02/2023 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things to Consider When Shopping for Life Insurance
Shopping for life insurance can be confusing. Choose a plan that is the best for you and your family with these five top considerations.

September Is Life Insurance Awareness Month

09/21/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
September Is Life Insurance Awareness Month
September is Life Insurance Awareness Month! Here's what you need to know about life insurance and why it's an important part of your financial strategy.

Estate Planning: Life Insurance

07/27/2022 08:08 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning: Life Insurance
Confused about life insurance? This article helps you understand life insurance and its place in your overall financial strategy.

Your 2021 Guide to Year-End Charitable Giving

11/10/2021 01:46 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Your 2021 Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.

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.

How to Get Started With Your Estate Plan

10/15/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Get Started With Your Estate Plan
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
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