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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

 What’s the right strategy for funding my child’s education?

College, Investing, Money Questions - Answered, Savings / 8 minutes of reading

What’s the right strategy for funding my child’s education? As a parent, there’s nothing quite like the desire to see your child succeed. And for most of us, a huge part of that success is making sure they have access to a good education.  However, for us, funding that education goes beyond just saving money,

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What’s the right strategy for funding my child’s education?

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 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

Financial Planner Near Me in Humble, TX

Investing, Personal Finance, Retirement, Savings / 9 minutes of reading

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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WARNING: You’re Losing Money by Not Contributing to your workplace 401(k)

Savings, Investing, Personal Finance / 4 minutes of reading

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

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