~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 Avantax
Call (607) 217-4148 to set up your 2019 tax appointment!
U.S. Personal Savings Rate
What can be learned from the savings rate?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Lifestyle considerations in creating your retirement portfolio.
Apps that help small business owners better manage and grow their business.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are hundreds of ETFs available. Should you invest in them?
Here’s a crash course on saving for college.
Taking your Social Security benefits at the right time may help maximize your benefit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?