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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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.

Considering some important issues now could provide more options in the event of early retirement.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

Determine whether you should consider refinancing your mortgage.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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