Smith Wealth Management

10/16/2026

Financial literacy can be taught at any stage, in age-appropriate ways.

Early, intentional education helps keep wealth and decisions aligned as responsibilities and opportunities grow.

Ask your financial professional to help you develop a plan.

10/15/2026

Choose goals that are specific to your financial situation, pursuable but also challenging. Use these options as a starting point to think about your own financial goals:
- Build a $1,000 emergency fund in the next year
- Save 10% of your yearly net income for retirement

10/15/2026

Feeling overwhelmed about managing your inheritance? You're not alone. Many individuals expecting an inheritance are uncertain about handling their newfound wealth. Seeking guidance from a trusted financial professional may help provide the support needed to navigate this transition successfully.

10/14/2026

We can help you get your investments on track.

10/14/2026

The Federal Reserve's Survey of Consumer Finances reveals some eye-opening statistics about the "Great Wealth Transfer." The average inheritance for American households is $46,200. However, for the top 1 percent of households that number jumps to $719,000. It's essential to have a strategy in place to manage your inheritance.

Source: Finance.Yahoo.com, June 24, 2026

10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/13/2026

Independent financial professionals are committed to helping you define and pursue your financial goals while guarding against life's financial ups and downs. Ensure you have a properly designed strategy in place.

10/13/2026

Did you know that not all individuals inheriting wealth are confident in managing their newfound funds? One study found that 72 percent of adults are not confident in their ability to manage a financial windfall. It's crucial to prepare and consider seeking guidance to make the most of your inheritance.

Source: CitizensBank.com, 2026

10/12/2026

The "Great Wealth Transfer" is underway! One-third of Americans under the age of 65 expect to receive an inheritance. While this may provide a financial lift for some, it's important to consider the challenges we face in today's economic environment. From inflation to growing credit card debt and unexpected expenses, our financial progress can be impacted.

What are your thoughts?


Source: NewsNationNow.com, September 5, 2026

10/12/2026

A strategic plan for harvesting investment losses to offset capital gains can help reduce this year’s tax bill. Let’s find the right balance together.