~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!
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
A change in your mindset during retirement may drive changes to your portfolio.
The uncertainties we face in retirement can erode our sense of confidence.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Five strategies for managing your student debt.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
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.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Do you have causes that you want to support with donations? Here are three tips.
Smart investors take the time to separate emotion from fact.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.