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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

Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

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Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators