As we approach Thanksgiving, the end of the year, and start thinking about taxes, I’m reminded of celebrating financial wins. A financial win I’m thankful for: the ability to make deductible IRA contributions. This simple but powerful tool offers a range of benefits for those who qualify, especially you if you are not participating in […]
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
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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 »
How can a single individual at 65 maximize their retirement income and minimize tax liabilities? In this week’s “money question” insight we will discuss actionable strategies to maximize income and minimize taxes. Turning 65 often means embracing retirement. You’ve worked hard, saved diligently, and now it’s time to enjoy the fruits of your labor. But
As your wealth grows, so does the complexity of protecting it. A common question I hear from high net worth individuals is: At what point should I create a trust to protect my assets? You have built a solid financial foundation, and might wonder if it’s time to take the next step in estate planning.
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Humble, TX a growing diverse city outside of Houston, Texas. There is no shortage of financial planners (advisors) near me or you. Finding the right Financial planner near me in Humble, TX is the difference maker for your financial planning needs. Maybe you’re saving for a rainy day, or looking to preserve wealth. I know
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In 2008, I was in college full time; looking for a job. As the economy continued to shift; I shifted my focus on my passion for helping others and finance. Soon after a quick internet search landed me on the terms “financial planning for beginners”. Financial Planning for Beginners, the start When I first started
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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
