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
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
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
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
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
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
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
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
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
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