Important Tax and Financial Numbers for 2025
Important Tax and Financial Numbers for 2025
Important Tax and Financial Numbers for 2025 Read More »
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The Secret Strategies The High Net Worth Use to Maximize Wealth in Uncertain Times
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
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Unlocking Your Financial Future Through Goal Setting
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?
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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Celebrating Financial Wins Part 2: A Thankful Approach, Estate and Gift Tax Lifetime Exemption 2024
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
Celebrating Financial Wins Part 1: A Thankful Approach, making deductible IRA contributions
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
How Much Should You Save for Retirement to Earn $80,000 a Year Just from Interest?
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 Can a Single Individual at 65 Maximize Their Retirement Income and Minimize Tax Liabilities?
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
At What Point Should You Create a Trust to Protect Your Assets
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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