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Common Mistakes to Avoid When Saving A Guide for the High Net Worth A Small Investment LLC

Common Mistakes to Avoid When Saving: A Guide for the High Net Worth

Estate, Personal Finance, Resources, Savings, Tax / By / May 23, 2025

Common mistakes to avoid when saving money is a fundamental aspect of financial planning, yet even the wealthiest among us can fall into common traps that hinder their financial growth. As a certified financial planner, I’ve seen firsthand how high net worth and high earning individuals, particularly those aged 30-70, can make mistakes that are […]

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Maximizing Your After Tax Returns Advanced Strategies for High Earners A Small Investment LLC featured post image

Maximizing Your After Tax Returns: Advanced Strategies for High Earners

Estate, Investing, Personal Finance, Retirement, Savings, Tax / By / December 16, 2025

As a high earner, you’re likely always on the lookout for ways to maximize your after tax returns. Let’s explore some advanced strategies that can help you keep more of your hard earned money. Tax Efficient Investment Strategies to Maximize After Tax Returns One of the most effective ways to boost your after tax returns

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How Do I Prioritize My Financial Goals? A Small Investment LLC

How Do I Prioritize My Financial Goals?

College, Estate, Investing, Personal Finance, Retirement, Savings / By / January 20, 2026

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. 

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Important Tax and Financial Numbers for 2025 Post Image A Small Investment LLC

Important Tax and Financial Numbers for 2025

College, Estate, Investing, Money Questions - Answered, Personal Finance, Resources, Retirement, Savings, Tax / By / August 2, 2025

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

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The Secret Strategies The High Net Worth Use to Maximize Wealth in Uncertain Times A Small Investment LLC

The Secret Strategies The High Net Worth Use to Maximize Wealth in Uncertain Times

Estate, Investing, Personal Finance, Retirement, Savings, Tax / By / December 2, 2024

Here at A Small Investment, LLC my goal is to understand your goals and deliver clear and actionable advice that meets your needs. In this insight we will evaluate key strategies that can make a real difference in your financial future. Tax-Efficient Investing for High Earners Savings money counts for all; however, when you’re in

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Celebrating Financial Wins Part 2 A Thankful Approach Estate and Gift Tax Lifetime Exemption 2024

Celebrating Financial Wins Part 2: A Thankful Approach, Estate and Gift Tax Lifetime Exemption 2024

Estate, Investing, Personal Finance, Retirement, Tax / By / November 27, 2024

For my high net worth clients, I am especially thankful this year. The reason? They have a golden opportunity to take advantage of the higher estate and gift tax lifetime exemption for 2024.  This is a significant financial planning moment, and one that could help preserve millions of dollars for future generations, charitable causes, and

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Maximize Retirement Income and Minimize Taxes 897 x 754 px ASI LLC

How Can a Single Individual at 65 Maximize Their Retirement Income and Minimize Tax Liabilities?

Estate, Investing, Money Questions - Answered, Personal Finance, Retirement, Savings, Tax / By / October 17, 2025

How can a single individual at 65 maximize their retirement income and minimize tax liabilities? In this week’s “money question” insight we will discuss actionable strategies to maximize income and minimize taxes.  Turning 65 often means embracing retirement. You’ve worked hard, saved diligently, and now it’s time to enjoy the fruits of your labor. But

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At What Point Should You Create a Trust to Protect Your Assets

At What Point Should You Create a Trust to Protect Your Assets

Estate, Personal Finance, Retirement, Savings / By / October 16, 2025

As your wealth grows, so does the complexity of protecting it. A common question I hear from high net worth individuals is: At what point should I create a trust to protect my assets?  You have built a solid financial foundation, and might wonder if it’s time to take the next step in estate planning.

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