~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 Cambridge Research Investments
The 2025 Tax Season is now open.
Call us at (607) 217-4148 for more information
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TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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There are benefits and limitations when you decide to donate stock.
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Looking ahead can help you conquer these unique obstacles.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Explore how compound interest can grow your money over time with this interactive tool.
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Track your monthly income and expenses to get a clearer view of your cash flow.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Compare different mortgage term lengths side by side to find the option that fits your budget.
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See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Here are the top 5 things your team may want to hear.
Surprises
Making the most of surprises is a great reason to work with us.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Rightsizing for Retirement
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