Estate, Retirement, & Investment Planning
Ronald G. Smith Capital Management Advisory, Inc. of Powhatan, VA is committed to helping you pursue your long-term financial goals.
As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:
- Will I be able to retire early?
- How much money will I need in order to retire?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or a Roth IRA?
- How can I maximize the return on my investments while reducing risk?
- How can I "inflation-proof" my investment income?
- Do I need disability insurance? Long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Knowing the rules may help you decide when to start benefits.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Lifestyle considerations in creating your retirement portfolio.
As our nation ages, many Americans are turning their attention to caring for aging parents.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
Here’s a crash course on saving for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you have causes that you want to support with donations? Here are three tips.
Here are five facts about Social Security that might surprise you.
How do the markets usually react to elections? Was the 2016 election any different?