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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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Bond Market Volatility: What Causes It?
Here are some of the key factors behind shifts in investor demand and the consequent increase in volatility.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.