Blog tagged as Tax Planning

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.

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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