Smith & Associates

Smith & Associates A financial advisory practice

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When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
09/02/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/31/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

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Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
08/28/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
08/26/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

A home warranty may make sense, but you need to set proper expectations.
08/24/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
08/21/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Learn the language of life insurance.
08/19/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

If you thought that payouts from life insurance are tax-free in all cases, think again.
08/17/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Learn more about whether you need to pay estimated taxes.
08/14/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
08/12/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Address

230 Route 206 Bldg 1 Suite 109
Flanders, NJ
07836

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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