The Little CPA

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?

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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