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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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
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What’s New for 2025?
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.