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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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

HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.

Tips for Safe Online Shopping

This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.

SECURE 2.0: Big Impact for Small Businesses

This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.

Diversifying with Market Caps

The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

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