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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

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

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

Navigating Your Pension: Lump Sum vs. Annuity – What’s Right for You?

When you approach retirement, a big decision looms: should you take your pension as a lump sum or opt for a lifetime annuity? You’ve worked hard to build your wealth, and how you manage it in retirement can have long lasting benefits. As a Certified Financial Planner(R) (CFP), I’ve helped many clients navigate this decision.

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Navigating Your Pension: Lump Sum vs. Annuity – What’s Right for You? A Small Investment LLC

What Are the Best Investments for Sudden Wealth?

Sudden wealth can be an exciting and overwhelming experience. Whether you’ve sold a business, received an inheritance, or won a large sum of money, the opportunities are endless.  But if you’re, like many high-net-worth individuals, this sudden influx of money also presents some critical decisions that need careful consideration. As a Certified Financial Planner (CFP®),

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What Are the Best Investments for Sudden Wealth 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

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

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

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?
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