Why fee only, Why ASI? Other than the recognizable reasons: In short it’s personal, my passion for finance and technology expands beyond the surface and extends to every area of life. With experience in financial planning, and continuing to learn and grow within the industry I founded A Small Investment, LLC to further my passion. […]
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Revealing the importance of hourly and fee only advice for maximizing your wealth. Choosing a financial advisor can feel like navigating a maze. With so many compensation models and industry jargon, it’s easy to get overwhelmed. But the key to finding the right advisor for your needs often boils down to understanding how they get
Free money? Sounds too good to be true right? Thousands of employees take advantage of their employer’s defined contribution plan such as 401(K)’s. Although, many employees are contributing to plans like 401K they are still losing money. So why are so many people not taking advantage of free money? You’re Losing Money by Not Contributing
WARNING: You’re Losing Money by Not Contributing to your workplace 401(k) Read More »
What is the Market? While watching the nightly news have you ever pondered, what’s the difference between Dow, Nasdaq, and S&P? After the headlines of the night are reported, then the weather, and briefly you will hear the Dow is up…..Nasdaq is down….But what is the Dow and Nasdaq? Don’t worry I shared similar thoughts
What is a mutual fund? The question many potential investors ponder on. A mutual fund is the pooling of money from various investors to invest in stocks, bonds, and money market investment vehicles. Mutual funds are managed by fund managers or organizations that buy, sell, or hold investment securities ( stocks, bonds, and money market)
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What’s the first thought that comes to mind when you think about investing? If you are like most people, the first thought that comes to your mind is STOCKS, and considering investing in stocks. This is the most common method of investing; however, not the only manner to invest your money and allow compound interest
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Investing? So many questions surrounding investing; where should you start? Establishing a mindset that encourages and supports investing is the first step in the right direction to liberating your thoughts to explore new avenues financially. This article will be the resource for a 7 step process to begin your investing journal and focus your mind-set
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Ever wondered if there was an alternative to stock piling money into a savings account ( An account that’s earning close to zero percent interest)? There are various alternatives to simply saving money under your mattress, and in a savings account. If you meet the IRS eligibility criteria (not over the MAGI phaseouts), or you
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Do you know someone who wants to attend college or a post-secondary institution? If so then you may have heard of the cost of a post-secondary and college education is not pocket change. If you or someone you know is saving for higher education this article will reveal the advantages and disadvantages of both the
ESA versus 529 College Savings Plan Read More »
What’s the adequate dollar amount you will need in retirement? Even better what is an adequate retirement savings goal? And how to calculate your expenses for your golden years; is a much discussed topic for individuals just starting their working lives, and ones knocking on the door to retirement age. I much preface the rest
Adequate Retirement Savings Goal: How to Read More »
