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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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Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React

~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


  

Due to COVID-19 taxes are being prepared as drop offs only.

Call us at (607) 217-4148 for more information

Helpful Content

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Understanding how a stock works is key to understanding your investments.

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You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Keeping Up with the Joneses

Keeping Up with the Joneses

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Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Universal Life Insurance

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Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Personal Finance Tips for Military Families

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Enter various payment options and determine how long it may take to pay off a credit card.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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

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Estimate how much of your Social Security benefit may be considered taxable.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Saving for College 101

Here’s a crash course on saving for college.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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