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. 

Loan Payoff

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

Tax-Deferred Savings

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

Impact of Inflation

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

IRA Eligibility

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

More Calculators →

HOT TOPIC: The Fed Pivots to Fight Inflation

This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.

When Two Goals Collide: Balancing College and Retirement Preparations

This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.

Building Financial Resilience

Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.

Flood Insurance: Be Prepared for Rising Waters and Changing Rates

Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.

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