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

IRA Eligibility

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Impact of Inflation

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

More Calculators →

Newsletters

Retirement Savings in a Volatile Market

Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.

Donor-Advised Funds Combine Charitable Impact with Tax Benefits

This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.

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.

Balancing Stocks and Bonds in One Fund

Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.

More Newsletters →