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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

What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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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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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.

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Calculators

Savings Goals

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

Home Affordability

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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