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Amy L. Smith Financial Services

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99 North Broad Street
Johnson City, NY 13790

(607) 797-8564
smitha@hdvest.net

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The Facts About Income Tax The Power of Tax-Deferred Growth Rightsizing for Retirement Women and Retirement

Welcome to Amy L. Smith Financial Services

Here at Amy L. Smith Financial Services, individuals and families can seek financial planning* advice and services as they pursue their dreams and goals. I believe that by establishing a firm foundation of trust and communication, and by recognizing that there are eight wealth management issues essential to any financial solution, I can help you develop a plan to follow that is unique to your personal needs and goals.

The foundation of our success has been the personal relationships we develop with each of our clients. By truly understanding who you are and what you want, we can assist you more effectively on your path toward financial success. We are dedicated in helping you set financial goals, monitoring those goals and keeping you informed of the process and achievement of these goals.

We invite you to explore our website to learn more about Amy L. Smith Financial Services, our team, and the array of resources available to you on this site. You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources and calculators, as well as useful links to other financial and investment related sites.

We would welcome the opportunity to help you begin planning for your successful financial future. Call us at (607) 797-8564.

*These services are offered by Amy Smith through her affiliation with HD Vest

Providing consistent, quality customer service 
  

Call (607) 217-4148 to set up your 2016 tax appointment!

Helpful Content

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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