Broker Check

Amy L. Smith Financial Services

Divider

99 North Broad Street
Johnson City, NY 13790

(607) 797-8564
smitha@hdvest.net

FacebookTwitterLinkedIn

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?

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Assess Your Life Insurance Needs

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

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

View all presentations arrow

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

View all videos arrow