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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Tax-Deferred Savings

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

Life Expectancy

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

Locked Out? How to Break Into Today’s Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

More Newsletters →