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Flipbooks

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Calculators

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Flipbooks 2

You can review interesting Flipbooks on my site.

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Contact Us 2

Please feel free to contact us with any questions.

Calculators 2

You can review interesting calculators on my site.

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Flipbooks 3

You can review interesting Flipbooks on my site.

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Contact Us 3

Please feel free to contact us with any questions.

Calculators 3

You can review interesting calculators on my site.

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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

Consider Munis for Tax-Free Income

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

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Car Affordability

How much can you afford to pay for a car?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

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

More Calculators