Resources

FAQ for the Important Financial Dates: A High Net Worth Guide Milestones A Small Investment LLC

FAQ for the Important Financial Dates: A High Net Worth Guide

Estate, Investing, Personal Finance, Resources, Retirement, Tax

FAQ for the Important Financial Dates Knowing important financial dates are essential to both long term and near term financial planning. Preparing for this financial landscape gets more complex as your years increase.  Whether it’s planning for retirement, claiming Social Security, or managing taxes, certain milestones come with crucial decisions. Understanding these key dates can […]

FAQ for the Important Financial Dates: A High Net Worth Guide Read More »

2025, A Guide to preparing for Major Financial Deadlines, A Small Investment LLC

2025, A Guide to preparing for Major Financial Deadlines

Investing, Money Questions - Answered, Personal Finance, Resources, Retirement, Savings, Tax

Understanding major financial deadlines is essential for everyone, it can make a world of difference in financial health. Knowing what numbers to focus on and when certain deadlines hit can keep your finances in check, ensure tax efficiency, and safeguard your wealth for years to come. This guide will walk you through important financial numbers

2025, A Guide to preparing for Major Financial Deadlines Read More »

How Do Key Financial Numbers Affect My Finances A Small Investment

How Do Key Financial Numbers Affect My Finances

Investing, Personal Finance, Resources, Savings

How do key financial numbers affect your finances? As a certified financial planner who specializes in working with you where you are, I understand the importance of understanding how key financial numbers can impact your overall financial well-being.  In this insight, we’ll explore how various financial metrics and indicators can influence your personal finances, investment

How Do Key Financial Numbers Affect My Finances Read More »

2025 Tax Numbers: What You Need to Know A Small Investment LLC

2025 Tax Numbers: What You Need to Know

Investing, Money Questions - Answered, Personal Finance, Resources, Retirement, Savings, Tax

Navigating taxes can feel like a chore, but staying informed about annual updates is crucial, especially if you’re a high-earner or near retirement. The 2025 tax updates bring some significant changes for individuals in higher tax brackets.  In this article, we’ll break down what you need to know and how these changes might impact your

2025 Tax Numbers: What You Need to Know Read More »

How Does Inflation Affect My Daily Life? A Small Investment LLC

How Does Inflation Affect My Daily Life?

Investing, Money Questions - Answered, Personal Finance, Resources, Retirement, Savings

Inflation is one of those financial terms we hear all the time, but it’s easy to overlook how it directly affects our everyday life. As a high-net-worth or high-earning individual, inflation can seem subtle when it comes to the gas pump or the grocery store.  Inflation can seep into your entire financial picture, your investments,

How Does Inflation Affect My Daily Life? Read More »

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

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

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

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

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

Important Tax and Financial Numbers for 2025 Read More »

Not answering your Financial Advisors phone call (1) featured image for insight from A Small Investment LLC

Eliminating the fear of answering your Financial Advisors phone call

Personal Finance, Resources

Fear of answering your financial advisors phone call, does this happen to you? It has recently occurred to me that many clients and associates have a apprehension for answering their financial advisors phone call. In general their response is that my advisor ultimately wants me to move… I can understand how clients may feel about

Eliminating the fear of answering your Financial Advisors phone call Read More »

How much to have saved for retirement featured image for insight

How Much Should You Save for Retirement to Earn $80,000 a Year Just from Interest?

Investing, Money Questions - Answered, Personal Finance, Resources, Retirement, Savings

Planning for retirement can feel like staring at a giant puzzle where all the pieces seem to be scattered everywhere. If you’ve ever found yourself wondering, “How much do I need to have saved to comfortably live off just the interest for $80,000 annually?”  You’re not alone! Many people are grappling with this very question.

How Much Should You Save for Retirement to Earn $80,000 a Year Just from Interest? Read More »

Scroll to Top