~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
Due to COVID-19 taxes are being prepared as drop offs only.
Call us at (607) 217-4148 for more information
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
This calculator shows how inflation over the years has impacted purchasing power.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
No one knows when the next recession will hit, but there are things you can do to prepare for it
One of the strangest developments in the ever-evolving child-parent relationship is reaching the point when an adult child starts dispensing advice to his or her parents. It’s a profound, but natural turning point in the relationship.
What’s the deal with your yearly free credit report?
Discover the benefits whole life can provide during your different life stages.
A medical scare can be a wake-up call in terms of your physical and financial health. Here’s how to strengthen your finances
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
An amusing and whimsical look at behavioral finance best practices for investors.
Learn about cyber liability insurance in this entertaining video.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
What is your plan for health care during retirement?
Preparing for the unexpected can make all the difference if your family relies on your income.