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

Disability Income Insurance

How much Disability Income Insurance do you need?

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Acceleration

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

IRA Eligibility

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

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Newsletters

After the Loss of a Loved One, Watch Out for Scams

Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.

HOT TOPIC: Real Estate Commission Changes Around the Corner

The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.

HOT TOPIC: The Fed Finally Cut Interest Rates

The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.

What’s Your Real Return?

While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.

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