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  • FINANCIAL MANAGEMENT
    • FAITH AND FINANCE
    • BUDGETING AN SAVING
    • TAX PLANNING
    • CREDIT AND DEBT MANAGEMENT
  • FINANCIAL GROWTH
    • INVESTING
    • REAL ESTATE
    • SOCIAL ENTERPRISE
    • PURPOSE-DRIVEN WORK
  • FINANCIAL IMPACT
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    • IMPACT INVESTING
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college savings accounts for kids
  • Picture of The Little CPA The Little CPA
  • May 23, 2026

College Savings Accounts for Kids: 4 Popular Options (2026 Update)

When investing in your child’s future, it is important to consider the tax implications, your goals, your child’s goals and...
All Posts ~ Financial Freedom ~ Financial Growth ~ Financial Management ~ Parents
asian and white family
  • Picture of The Little CPA The Little CPA
  • May 2, 2026

Term vs. Permanent Life Insurance: Which One Do You Need?

The Short Answer Term life insurance provides coverage for a specific period, such as 10–30 years, and is generally the...
All Posts ~ Parents
legal guardianship
  • Picture of The Little CPA The Little CPA
  • January 15, 2026

Godparents vs. Legal Guardians: Is Your Child Truly Protected?

Is a godparent a legal guardian? Learn the difference between the "village" role of a godparent and the legal protection...
All Posts ~ Financial Freedom ~ Parents
high net worth tax strategies
  • Picture of The Little CPA The Little CPA
  • January 2, 2026

5 High Net Worth Tax Strategies to Protect Your Wealth

Discover the top high net worth tax strategies for 2026. Learn how the certain tax laws impact estate tax exemptions,...
All Posts ~ Financial Freedom ~ Financial Management
infinite banking
  • Picture of The Little CPA The Little CPA
  • February 13, 2023

Infinite Banking: A CPA and Registered Investment Advisor’s Honest Take

The Short Answer Infinite banking uses a permanent life insurance policy as a personal borrowing tool. The tax advantages are...
All Posts
Roth IRA invest
  • Picture of The Little CPA The Little CPA
  • November 11, 2022

Investing with a Roth IRA: Q&A with Bryan Hasling, CFP®

Learn the essentials of investing with a Roth IRA. Discover tax-free growth benefits and tax strategies from Bryan Hasling, CFP®.
All Posts ~ Financial Freedom ~ Financial Growth
Before you invest
  • Picture of The Little CPA The Little CPA
  • November 9, 2022

Investing 101: 5 Things Every Modern Investor Needs to Consider

Discover five essential factors to consider before you invest your money, from asset allocation to tax strategy, so you can...
All Posts ~ Financial Freedom
Black estate planning attorney
  • Picture of The Little CPA The Little CPA
  • December 28, 2021

Demystifying the Estate Plan: A Q&A with Portia Wood, Esq., LL.M.

What is an estate plan? Portia Wood, Esq., LL.M. breaks down the essentials of legacy wealth planning, from avoiding probate...
All Posts ~ Financial Freedom ~ Parents
mental health financial trauma
  • Picture of The Little CPA The Little CPA
  • August 15, 2021

Money and Mental Health: A Q&A with Dr. Tecsia Evans

Struggling with the cycle of debt and anxiety? Research shows those with mental health issues are 3x more likely to...
All Posts
Biblical Principles for Managing Money
  • Picture of The Little CPA The Little CPA
  • July 9, 2021

10 Biblical Principles for Managing Money: A Q&A with Ryan Tolan, M. Div

What does the Bible say about money? Here are 10 Biblical financial principals to help steward your money wisely.
All Posts ~ Financial Freedom ~ Financial Growth ~ Financial Impact
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