Blog tagged as Tax 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.

Are Higher Ed Expenses Tax Deductible? A Quick Reminder for Parents

08/18/2021 10:06 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Are Higher Ed Expenses Tax Deductible? A Quick Reminder for Parents
Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.

Starting a Business in Retirement

08/04/2021 09:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Starting a Business in Retirement
Whether to continue increasing their retirement income, or to simply fulfill a dream of being a business owner, more and more Baby Boomers are starting businesses in retirement. Here are some questions to ask yourself if you’re also considering this financial move.

Protecting What’s Yours (After You Pass), Part 1: The Importance of Estate Planning

05/24/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Protecting What’s Yours (After You Pass), Part 1: The Importance of Estate Planning
When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes.

Understanding 2021 Recovery Rebate Stimulus Payments

03/12/2021 10:55 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding 2021 Recovery Rebate Stimulus Payments
The American Rescue Plan Act of 2021 is now a done deal and some have asked for more information and clarification regarding the stimulus payments.
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