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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Should You Buy or Lease Your Next Vehicle?
Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.
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HOT TOPIC: The Fed Finally Cut Interest Rates
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?