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Amy L. Smith Financial Services

Planning for your Successful Financial Future

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99 North Broad Street
Johnson City, NY 13790

(607) 797-8564
smitha@hdvest.net

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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

~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

Taxtime will be here before you know it!
  

Call (607) 217-4148 to set up your 2017 tax appointment!

Helpful Content

Required Reading: The Economic Report of the President

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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

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

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Use this calculator to compare the future value of investments with different tax consequences.

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Learn more about taxes, tax-favored investing, and tax strategies.

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Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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Do you know how to set up your financial goals for success? This knight does.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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