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 […]
How to Make Sure Your Survivor Spouse Can Handle The Financials Read More »
This insight will not only explain donor advised funds but also walk you through how to maximize your giving impact and tax savings. If you are reading this then chances are you care deeply about giving, and you also want to be strategic about giving. A Donor Advised Fund (DAF) is a powerful way to
Donor Advised Fund: Maximize Giving and Tax Savings Read More »
Why 529s Matter More Than Ever Having a plan. A 529 plan is not just a tax smart strategy but it also builds towards a financial legacy. Chances are you’ve thought about your legacy. Or maybe you’re funding private school. Maybe you have grandkids already. Or just maybe you want to make sure the next
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”
Know These Rules Before You Miss a Valuable Tax Deduction Making a deductible IRA contribution seems simple. However, in some cases for high earners the rules are not as simple and can be a little confusing. Your income, filing status, and employer benefits can complicate the rules. Let me walk you through 10 essential facts
10 Facts About Making Deductible IRA Contribution in 2025 Read More »
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
Are You Prepared for a Recession or Market Drops? Read More »
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
What to Do If You Make $200K a Year and Have $400K in Debt Read More »
