Blog tagged as Tax Planning

Common Post-Retirement Mistakes

10/04/2023 10:45 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Common Post-Retirement Mistakes
Avoid turning your golden years until a struggle to survive by avoiding these 6 typical mistakes retirees make when it comes to their finances.

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.

5 Steps for Handling an Unexpected Tax Bill

02/22/2023 11:35 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Steps for Handling an Unexpected Tax Bill
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

Capital Gains & Your Taxes: A Brief (But Important!) Guide

02/08/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Capital Gains & Your Taxes: A Brief (But Important!) Guide
Capital gains taxes apply to more than stocks. The amount of capital gains taxes you pay depends on a variety of factors. Here's how capital gains tax works and a few tips for reducing them.

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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