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

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.

Loan Payoff

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

Life Expectancy

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

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Newsletters

SECURE 2.0 Act Expands Early Withdrawal Exceptions

Discover exceptions to the federal income penalty for early withdrawals from tax-advantaged retirement accounts, including new exceptions added by the SECURE 2.0 Act.

Debit or Credit — What’s the Difference?

This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.

ISM Indexes Watch for Trouble on Both Sides of the Economy

Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.

HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024

The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.

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