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Maximizing Your Benefits After Meeting Your Health Insurance Deductible

Personal Finance, Savings, Tax / 7 minutes of reading

Let’s discuss maximizing your benefits after meeting your health insurance deductible. As a certified financial planner I’ve come to realize how critical it is to be strategic about using your health insurance, especially after meeting your deductible.  Understanding how to maximize your health insurance benefits can be a key part of preserving wealth and maintaining […]

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Maximizing Your Benefits After Meeting Your Health Insurance Deductible A Small Investment LLC

Should I use an annuity as part of my retirement income strategy?

Investing, Money Questions - Answered, Personal Finance, Retirement, Savings, Tax / 8 minutes of reading

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

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Should I use an annuity as part of my retirement income strategy? A Small Investment LLC

Tips for Utilizing Unused FSA Funds Effectively: Maximize Your Health Dollars

Personal Finance, Savings, Tax / 6 minutes of reading

As the year winds down, it’s time to think about the often overlooked aspect of financial planning: your Flexible Spending Account (FSA). For many, making the most of every financial tool is essential to staying on top of your finances.  Your FSA is one of those tools, but like many things in finance, it comes

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Tips for Utilizing Unused FSA Funds Effectively Maximize Your Health Dollars, A Small Investment LLC

Celebrating Financial Wins Part 2: A Thankful Approach, Estate and Gift Tax Lifetime Exemption 2024

Estate, Investing, Personal Finance, Retirement, Tax / 7 minutes of reading

For my high net worth clients, I am especially thankful this year. The reason? They have a golden opportunity to take advantage of the higher estate and gift tax lifetime exemption for 2024.  This is a significant financial planning moment, and one that could help preserve millions of dollars for future generations, charitable causes, and

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Celebrating Financial Wins Part 2 A Thankful Approach Estate and Gift Tax Lifetime Exemption 2024

Celebrating Financial Wins Part 1: A Thankful Approach, making deductible IRA contributions

Investing, Personal Finance, Retirement, Tax / 8 minutes of reading

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

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Celebrating Financial Wins Part 1: A Thankful Approach, making deductible IRA contributions. A Small Investment LLC featured image post

Eliminating the fear of answering your Financial Advisors phone call

Personal Finance, Resources / 4 minutes of reading

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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Not answering your Financial Advisors phone call (1) featured image for insight from A Small Investment LLC

How Much Should You Save for Retirement to Earn $80,000 a Year Just from Interest?

Investing, Money Questions - Answered, Personal Finance, Resources, Retirement, Savings / 8 minutes of reading

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.

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How much to have saved for retirement featured image for insight

How Can a Single Individual at 65 Maximize Their Retirement Income and Minimize Tax Liabilities?

Estate, Investing, Money Questions - Answered, Personal Finance, Retirement, Savings, Tax / 8 minutes of reading

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

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Maximize Retirement Income and Minimize Taxes 897 x 754 px ASI LLC

At What Point Should You Create a Trust to Protect Your Assets

Estate, Personal Finance, Retirement, Savings / 8 minutes of reading

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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At What Point Should You Create a Trust to Protect Your Assets
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