Blog tagged as Tax Planning

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.

Financial Best Practices for Year-End 2020

12/11/2020 06:59 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Financial Best Practices for Year-End 2020
Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? With multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond.
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