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Retirement

The best way to plan for retirement is by starting early. You need to have a good portion of your income set aside so that you can live comfortably when you stop working.

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Is Infinite Banking a Scam?

Posted by By The Little CPA February 13, 2023Posted inAll Posts, Generational Wealth, RetirementNo Comments
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…
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7 Things to Know About Term and Permanent Life Insurance

Posted by By The Little CPA February 13, 2023Posted inAll Posts, Generational Wealth, Parents, RetirementNo Comments
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…
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Asian American Personal Finance

12-Step Guide to Prioritize Your Financial Goals

Posted by By The Little CPA December 7, 2022Posted inBudgeting and saving, Debt Management, Financial Management, RetirementNo Comments
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…
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Investing in a Roth IRA

Investing with a Roth IRA: Benefits, Rules and More

Posted by By Bryan Hasling CFP, EA November 11, 2022Posted inAll Posts, Financial Freedom, Financial Growth, Generational Wealth, Personal Tax, Retirement, Stocks and EquityNo Comments
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 If done properly, all growth from your investments can be withdrawn completely tax-free in retirement
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    ABOUT

    The Little CPA empowers social entrepreneurs and purpose-driven professionals to make wise financial decisions that help them overcome financial challenges, create generational wealth and make meaningful impact.

    Inspired by Proverbs 27:23-27.

    Click here to learn more!

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    Menu
    • HOME
    • ABOUT
    • BLOG
      • FINANCIAL MANAGEMENT
        • FAITH AND FINANCE
        • BUDGETING AND SAVING
        • TAX PLANNING
        • CREDIT AND DEBT MANAGEMENT
      • FINANCIAL GROWTH
        • INVESTING
        • REAL ESTATE
        • Social Enterprise
        • Purpose-driven work
      • FINANCIAL IMPACT
        • CHARITABLE GIVING
        • IMPACT INVESTING
        • GENERATIONAL WEALTH
      • FINANCIAL FREEDOM
        • JOYFUL LIVING
        • RETIREMENT
    • BEST MONEY BOOKS
    • TOOLS
    • LET’S COLLAB
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