Welcome to Amy L. Smith Financial Services
Here at Amy L. Smith Financial Services, individuals and families can seek financial planning* advice and services as they pursue their dreams and goals. I believe that by establishing a firm foundation of trust and communication, and by recognizing that there are eight wealth management issues essential to any financial solution, I can help you develop a plan to follow that is unique to your personal needs and goals.
The foundation of our success has been the personal relationships we develop with each of our clients. By truly understanding who you are and what you want, we can assist you more effectively on your path toward financial success. We are dedicated in helping you set financial goals, monitoring those goals and keeping you informed of the process and achievement of these goals.
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 would 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
Call (607) 217-4148 to set up your 2016 tax appointment!
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How do the markets usually react to elections? Was the 2016 election any different?
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, cracking the code on bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.