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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

Just Your Average Millionaire

The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.

Equity REITs: Is There Room for Real Estate in Your Portfolio?

This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.

Birthday Benefits Quiz

This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.

Consumer Sentiment: Do Americans See Brighter Days Ahead?

Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?

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