Since 1978, Daniel M. Smith & Associates has been helping individuals, families and businesses guard against some key perils in life:

• Estate Planning to help maximize the orderly transfer of assets to the next generation in a tax efficient manner
• Business Succession Planning to help protect the future of the Family Business
• Retirement Planning so that we strive to not outlive our income
• Long Term Care Planning so that unforeseen illnesses or injuries do not adversely impact your Financial Plan
• Special Care Planning for families with Special Needs.

 

Our experienced staff and strategic relationships pledge our knowledge, our
resources and our dedication to integrity in all that we do. 

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Expectancy

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding

Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.

Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.

HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy

Explore the relationship between fuel prices and economic growth, factors that influence prices, and how U.S. production altered the global oil market.

A Business Plan Can Be Your Guide to Growth

A business plan can be an important step toward success. Here are some key components to consider.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck