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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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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

~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 HD Vest

Taxtime will be here before you know it!
  

Call (607) 217-4148 to set up your 2017 tax appointment!

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

12 Things to do Before the Ball Drops

The year’s end is the perfect time to do these 12 things.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Lifetime of Earnings

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Tax Freedom Day

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

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5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

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

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Social Security: By the Numbers

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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