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. 
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

All Eyes on the Earnings Picture

Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.

How to Kill Your Zombie Subscriptions

With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.

HOT TOPIC: Soft Landing or Delayed Recession?

This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.

HOT TOPIC: Rescuing America’s Safety Net

This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.

More Newsletters →