Retirement, Income and Tax Planning
Investment Management, Life Management, Wealth Management since 1977
Smith Wealth Management
1425 Pinehurst Rd.
Dunedin ,
FL
34698
Phone:
- 727-734-8834 888-734-8834
Fax:
- 727-734-8836
E-mail:
Newsletters
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HOT TOPIC: Tariffs Drive Market Volatility
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
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Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
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Versatile 529 Plans Can Help with More than Just College
529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
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A Critical Combo: Life Insurance with Long-Term Care Benefits
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.