Blog tagged as Withholdings

7 Ways to Spring Clean Your Finances

05/05/2023 10:32 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
7 Ways to Spring Clean Your Finances
It's still Spring, so it's still an ideal time to clean up your finances, clear out the clutter, and get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

You Received Unemployment Benefits: What Does That Mean for Your Taxes?

10/28/2021 08:42 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
You Received Unemployment Benefits: What Does That Mean for Your Taxes?
Receiving unemployment compensation is a huge help. But an unexpected tax hit? Not so much. Here are 3 ways you can take control of your taxes if you claimed unemployment benefits this year.

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