What is the best investment account for my child? If you are a parent that wants to invest some of your child’s savings for the future or you are looking for a way to get them started with investing early; then this insight is for you. Now the answer depends on your goals, your income, […]
Buy or Rent: Key Takeaways Should you buy a house or keep renting? It’s one of the most common house decision questions I hear from clients and prospects that are actively looking for a new residence. And it’s also one of the most misunderstood. Buy a house or keep renting, I have gathered some of
When considering interest rates do you focus on the mortgage or invest? One question I hear often is: Should I pay off my mortgage early or invest instead? It’s a simple question with a complicated answer. The choice between mortgage or invest depends not only on math but also on psychology, taxes, and long term
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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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
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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 »
