Home | www.smrtplanning.com

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks 2

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us 2

Please feel free to contact us with any questions.

Calculators 2

You can review interesting calculators on my site.

View Calculators

Flipbooks 3

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us 3

Please feel free to contact us with any questions.

Calculators 3

You can review interesting calculators on my site.

View Calculators

Welcome to SMRT Planning

At SMRT Planning, we believe that good financial decisions don't have to be confusing. We provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

We invite you to review our educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming workshops that you may want to attend.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at chris.advisor@smrtplanning.com or call 713-955-7482.

Newsletters

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

How Savers and Spenders Can Meet in the Middle

Offers tips to couples with opposite financial styles for finding balance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators