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. 

Taxable Equivalent Yield

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Impact of Inflation

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

Disability Income Insurance

How much Disability Income Insurance do you need?

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Key Retirement and Tax Numbers for 2022

Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.

Going Public: How Are Direct Listings Different from IPOs?

Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.

Catalytic Converter Thefts Are on the Rise: Here’s Why

Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.

When Buying Is Easy, Paying Later Can Be a Problem

Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.

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