Frank Smith Investment Advisor

Do young Americans need better financial guidance? Many leaders think so, and several state legislatures are turning their attention to the issue of financial literacy education.

$100 not spent is more like $143. Intrigued? #taxes #saving

Some people took pandemic-related early withdrawals from their retirement accounts last year. Here's what they should know about managing the taxes they now owe.

You’re the conductor of your 401k, IRA and taxable savings.

If you plan to make a financial gift to a young person, start by learning about your options.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are you surprised to hear that Gen Xers are more anxious about money than baby boomers?

Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Find out how a few small foundations are making surprisingly far-reaching impacts.

If you don’t have an #estatestrategy, here’s some reasons why you should.

Have questions about sustainable investing? Find out how ESG factors may vary by company and industry.

Do you have questions about business expense deductions? The IRS has issued new guidance:

Closing a business is rarely simple. Here are a few considerations to keep in mind.

Whether you're saving more or less these days, it's important to review your plans and goals.

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Starting a new job (or know someone who is)? Make sure you cover these basics when reviewing and selecting benefits.

There could be many ways to try stretching your funds during retirement. A recent podcast offers a few things to think about.

You've probably heard dozens of warnings about phishing scams and other fraud tactics, but the financial losses due to fraudsters have only been growing lately. Stay vigilant with these helpful tips.

Divorce happens. Here are a few areas of life that may be impacted when a marriage ends.

The twice-monthly newsletter discusses everyday finance topics.

Are no-contact payment systems really safe? Here's what to know.

Do you know anyone who could use this reminder?

Appointing someone to manage your finances in an emergency can be a smart move for anyone with an income or assets.

Life insurance can potentially protect and even increase generational wealth in ways many people don't know about.

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