How Much Does a Financial Planner Cost? A common question for many advice seekers, but the answer is very uncommon and varies depending on what you would like to achieve. As a certified financial planner with expertise in serving clients across the wealth horizon, I have been given the opportunity to understand the various methods […]
Houston Financial Planning. There are many options available, but what’s right for you? When you live and work in a city like Houston, your financial decisions must be considered. As a Certified Financial Planner collaborating with people just like you, I’ve seen firsthand how local insights can make a big difference. Financial planning isn’t just
When it comes to transferring wealth to your children or grandchildren, understanding the IRS gift tax is key to keeping more of your money in the family and away from taxes. Let’s dive into the details of gifting and the potential tax implications, focusing on someone like yourself who may be considering passing down substantial
How Much Can I Give My Kids Before Paying IRS Gift Tax? Read More »
When you’ve worked hard to build wealth, the last thing you want is for your financial goals to feel like they’re all competing for your attention. You may feel like others that participate in reading asmallinvestment.com; they often juggle a variety of financial objectives, saving for retirement, managing taxes, planning for a legacy, and more.
With Tax law changes seemingly occurring monthly, staying updated on the Important Tax and Financial Numbers for 2025. These numbers impact everything from how much you can contribute to retirement accounts to how much tax you’ll owe on investments and income. Let’s review the Important Tax and Financial Numbers for 2025 that you need to
What’s the right strategy for funding my child’s education? As a parent, there’s nothing quite like the desire to see your child succeed. And for most of us, a huge part of that success is making sure they have access to a good education. However, for us, funding that education goes beyond just saving money,
What’s the right strategy for funding my child’s education? Read More »
Humble, TX a growing diverse city outside of Houston, Texas. There is no shortage of financial planners (advisors) near me or you. Finding the right Financial planner near me in Humble, TX is the difference maker for your financial planning needs. Maybe you’re saving for a rainy day, or looking to preserve wealth. I know
In 2008, I was in college full time; looking for a job. As the economy continued to shift; I shifted my focus on my passion for helping others and finance. Soon after a quick internet search landed me on the terms “financial planning for beginners”. Financial Planning for Beginners, the start When I first started
Do you know someone who wants to attend college or a post-secondary institution? If so then you may have heard of the cost of a post-secondary and college education is not pocket change. If you or someone you know is saving for higher education this article will reveal the advantages and disadvantages of both the
