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. […]
At What Point Should You Create a Trust to Protect Your Assets Read More »
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
Financial Planner Near Me in Humble, TX Read More »
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
Financial Planning for Beginners Read More »
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.
Why fee only, Why ASI? Read More »
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 »
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
Learn How to Invest With 7 Investing Principles Read More »
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
What is a Roth IRA Read More »
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 »
