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How to Save Money on Taxes

How to Save Money on Taxes Saving money on taxes can seem complicated, but it doesn’t have to be. With a bit of planning, you can reduce your tax bill and keep more of your hard earned money.  In this how to insight, we’ll break down the key ways you can save on taxes. From […]

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How to Save Money on Taxes, A Small Investment, LLC

How Much Can I Give My Kids Before Paying IRS Gift Tax?

When it comes to transferring wealth to your children or grandchildren, understanding the IRS gift tax is key to keeping more of your money in the family and away from taxes. Let’s dive into the details of gifting and the potential tax implications, focusing on someone like yourself who may be considering passing down substantial

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How Much Can I Give My Kids Before Paying IRS Gift Tax, A Small Investment, LLC

FAQ for the Important Financial Dates: A High Net Worth Guide

Knowing important financial dates are essential to both long term and near term financial planning. Preparing for this financial landscape gets more complex as your years increase.  Whether it’s planning for retirement, claiming Social Security, or managing taxes, certain milestones come with crucial decisions. Understanding these key dates can help you maximize your benefits, avoid

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FAQ for the Important Financial Dates: A High Net Worth Guide Milestones A Small Investment LLC

2025, A Guide to preparing for Major Financial Deadlines

Understanding major financial deadlines is essential for everyone, it can make a world of difference in financial health. Knowing what numbers to focus on and when certain deadlines hit can keep your finances in check, ensure tax efficiency, and safeguard your wealth for years to come. This guide will walk you through important financial numbers

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2025, A Guide to preparing for Major Financial Deadlines, A Small Investment LLC

How Do Key Financial Numbers Affect My Finances

How do key financial numbers affect your finances? As a certified financial planner who specializes in working with you where you are, I understand the importance of understanding how key financial numbers can impact your overall financial well-being.  In this insight, we’ll explore how various financial metrics and indicators can influence your personal finances, investment

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How Do Key Financial Numbers Affect My Finances A Small Investment

2025 Tax Numbers: What You Need to Know

Navigating taxes can feel like a chore, but staying informed about annual updates is crucial, especially if you’re a high-earner or near retirement. The 2025 tax updates bring some significant changes for individuals in higher tax brackets.  In this article, we’ll break down what you need to know and how these changes might impact your

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2025 Tax Numbers: What You Need to Know A Small Investment LLC

How Does Inflation Affect My Daily Life?

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,

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How Does Inflation Affect My Daily Life? A Small Investment LLC

Important Tax and Financial Numbers for 2025

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Important Tax and Financial Numbers for 2025 A Small Investment LLC 2

Eliminating the fear of answering your Financial Advisors phone call

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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