~Empower, Inspire, and Motivate~
Let Amy L. Smith Financial Services be your source for financial planning* advice to empower, inspire and motivate you as you pursue your financial goals in life.
"The foundation of our success is the personal relationships we develop with our clients. By truly understanding who you are, I can assist you more effectively on your path toward financial success. We are dedicated to empowering you with knowledge, inspiring you to dream, and motivating you to succeed."
~Amy L. Smith ChFC(R), EA
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 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
Call (607) 217-4148 to set up your 2017 tax appointment!
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Calculating your potential Social Security benefit is a three-step process.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Five phases to changing unhealthy behaviors.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know these three personal finance sayings?
2018 could be shaping up to be an interesting year.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.
It's easy to let investments accumulate like old receipts in a junk drawer.