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 a godparent a legal guardian? Learn the difference between the “village” role of a godparent and the legal protection of a designated guardian
Godparents vs. Legal Guardians: Is Your Child Truly Protected? Read More »
Discover the top high net worth tax strategies for 2026. Learn how the certain tax laws impact estate tax exemptions, trust rates, and gift limits for wealthy families.
5 High Net Worth Tax Strategies to Protect Your Wealth Read More »
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.
3 Popular College Savings Accounts for Parents Read More »
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
Is Infinite Banking a Scam? Read More »
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
7 Things to Know About Term and Permanent Life Insurance Read More »
What is an estate plan? Portia Wood, Esq., LL.M. breaks down the essentials of legacy wealth planning, from avoiding probate to protecting your family’s future.
Demystifying the Estate Plan: A Q&A with Portia Wood, Esq., LL.M. Read More »
Struggling with the cycle of debt and anxiety? Research shows those with mental health issues are 3x more likely to be in debt. Learn how to break the cycle and find peace.
Money and Mental Health: A Q&A with Dr. Tecsia Evans Read More »
What does the Bible say about money? Here are 10 Biblical financial principals to help steward your money wisely.
10 Biblical Principles for Managing Money: A Q&A with Ryan Tolan Read More »
