~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!
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
There’s a link between debt and stress.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The federal government requires deceased individuals to file a final income tax return.
Why have the markets been so volatile recently?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know how to set up your financial goals for success? This knight does.
That big list of dreams and goals isn't the only way to look at your bucket list.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Smart investors take the time to separate emotion from fact.