With tax laws changing and updates happening more frequently; it’s important to reference the financial numbers for 2026. Similar to the insight I created in 2025, this insight builds on that information with this year’s tax and financial numbers. In this insight we will review 2026 important tax and financial numbers: What Changed From Last […]
Losing a spouse is overwhelming. Being the survivor spouse means handling grief and all of the financials. Having financial confusion on top of that is something you don’t want for your partner. If you handle most of the money management in your household, the question becomes simple but urgent: how does your spouse know what
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Get Organized. Get Focused. Take Control of Your Finances. Can a financial foundation checklist help me organize my money? Feel like your financial life is scattered?You’re not alone. But you’re not stuck either. The Financial Organization Checklist from A Small Investment LLC is your step-by-step guide to finally getting clear on your money. Without feeling
What to Do Before Your Next Million Dollar…Make Sure Your Money Has a Plan. Download the free checklist designed for you. Success doesn’t come from luck…it comes from preparation. This 1-page (front and back) checklist helps you stay ahead of taxes, complexity, and costly mistakes before your next million dollars. Download the “Next Million Dollar”
Ask Yourself These 19 Questions First Why Preparation Beats Prediction Recession or market drops aren’t a matter of if, they’re a matter of when. And while we can’t control the timing, we can control how we prepare. Think of it like a hurricane warning. You don’t wait for the wind to knock your door down
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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
What to do if you make $200K a year and have $400K in debt or more! And actually the strategies and information I share in this insight can apply to many situations where someone’s income is less than half of their debts. Earning $200,000 a year sounds like you should feel financially free. But $400,000
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How to Save Money on Taxes – Key Takeaways How to Save Money on Taxes Saving money on taxes can seem complicated, but it doesn’t have to be. With a bit of planning, you can reduce your tax bill and keep more of your hard earned money. In this how to insight, we’ll break down
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 »
