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 »
When you approach retirement, a big decision looms: should you take your pension as a lump sum or opt for a lifetime annuity? You’ve worked hard to build your wealth, and how you manage it in retirement can have long lasting benefits. As a Certified Financial Planner(R) (CFP), I’ve helped many clients navigate this decision.
Navigating Your Pension: Lump Sum vs. Annuity – What’s Right for You? Read More »
Sudden wealth can be an exciting and overwhelming experience. Whether you’ve sold a business, received an inheritance, or won a large sum of money, the opportunities are endless. But if you’re, like many high-net-worth individuals, this sudden influx of money also presents some critical decisions that need careful consideration. As a Certified Financial Planner (CFP®),
What Are the Best Investments for Sudden Wealth? Read More »
As a high earner, you’re likely always on the lookout for ways to maximize your after tax returns. Let’s explore some advanced strategies that can help you keep more of your hard earned money. Tax Efficient Investment Strategies to Maximize After Tax Returns One of the most effective ways to boost your after tax returns
Maximizing Your After Tax Returns: Advanced Strategies for High Earners Read More »
Retirement planning can feel like walking a tightrope. Balancing today’s tax strategies against tomorrow’s needs. I’ve seen countless clients wrestle with one question: Which is better: Traditional IRA or Roth IRA? As someone building assets or if you have significant assets, this decision isn’t as simple as picking one based on a quick online search.
Which is Better: Traditional IRA or Roth? Read More »
When you’ve worked hard to build wealth, the last thing you want is for your financial goals to feel like they’re all competing for your attention. You may feel like others that participate in reading asmallinvestment.com; they often juggle a variety of financial objectives, saving for retirement, managing taxes, planning for a legacy, and more.
How Do I Prioritize My Financial Goals? Read More »
Important Tax and Financial Numbers for 2025
Important Tax and Financial Numbers for 2025 Read More »
Here at A Small Investment, LLC my goal is to understand your goals and deliver clear and actionable advice that meets your needs. In this insight we will evaluate key strategies that can make a real difference in your financial future. Tax-Efficient Investing for High Earners Savings money counts for all; however, when you’re in
The Secret Strategies The High Net Worth Use to Maximize Wealth in Uncertain Times Read More »
Unlocking your financial future through goal setting. Financial goal setting is not just for those beginning their financial journey, but also for those that understand that success doesn’t happen by accident. Achieving financial independence or securing a comfortable retirement requires careful planning and actionable goals. But how do you ensure you’re on the right path
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Should I use an annuity as part of my retirement income strategy? Replacing the income you are used to in retirement can be complicated. You’ve likely spent decades building wealth, investing wisely, and working toward financial security. But as retirement nears, the question becomes: how do you turn your assets into sustainable income for the
Should I use an annuity as part of my retirement income strategy? Read More »
