3 Popular College Savings Accounts for Parents
When investing in your child’s future, it is important to consider the tax implications, your goals, your child’s goals and your family values.
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Financial Freedom
Financial freedom gives you cushion to live life on your terms.
When you are not dependent on a job, the government or any single source of earned income, you have greater capacity to give back, enjoy life and be present for your family.
Learn how to achieve financial freedom through The Little CPA’s blogs, tools and resources.
Is Infinite Banking a Scam?
Infinite banking has caused some serious division among financial influencers. While some proclaim it is a key tool to grow generational wealth, others call it a scam. Who’s right? Let’s take a look at a few important factors before we take sides! ___________________ Key takeaways: Understand infinite banking. Understand the type of insurance policy required
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7 Things to Know About Term and Permanent Life Insurance
Not sure if term or permanent life insurance is right for you? We’ll break down the 7 key things to know about these two types of insurance to help you make your decision. Let’s dive into the details! ___________________ KEY TAKEAWAYS: Term insurance is temporary. Permanent costs more, but is designed to last forever. There
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12-Step Guide to Prioritize Your Financial Goals
Do you know how to prioritize your financial goals? In which order should you tackle them to reduce risks, make an impact and achieve the biggest payoff? Many people struggle with these questions, but they actually aren’t as complicated as they seem. With the 12-Step Guide to Prioritize Your Financial Goals, you have access to
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Investing with a Roth IRA: Benefits, Rules and More
A Roth IRA is one of the most powerful investment accounts an investor can own. If done properly, all growth from your investments can be withdrawn completely tax-free in retirement
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5 Things to Consider Before You Start Investing
Are you thinking of investing, but aren’t sure where to start? Here are five things to consider before you invest your money. By understanding these basics, you can make more informed investment decisions and protect your hard-earned dollars. Asset Allocation Before you invest, consider what you want to invest in. Are you adventurous and want
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8 Financial Lessons From 8 Years of Marriage
Many couples find that working through finances together can be one of the greatest challenges in marriage.
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5 Tips to Afford Living in Los Angeles
In this blog post, I will give you 5 tips that will help you afford living in Los Angeles. Los Angeles is one of the most expensive cities in the United States. If you’re looking to move here on a budget, you’re going to need all the help you can get! To provide the best
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5 Types of “Wealth” Taxes
Wealth taxes do not only include income tax. Did you know that there are different types of taxes for high net worth individuals? Among the many types of “wealth” taxes, some of the largest tax bills can be sourced to estate tax, gift tax, trust tax and alternative minimum tax. Understanding the different types of
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How the Founder of Worth-Life Balance Went From Welfare to Millionaire
This father used the power of investing to achieve financial freedom and help his family become first-generation millionaires.
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