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?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Is your estate in order? This short quiz may help you assess your overall strategy.
This checklist can give you a quick snapshot of how prepared you are.
There are things about Social Security that might surprise you.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Check out this video to begin separating fact from fiction.
An amusing and whimsical look at behavioral finance best practices for investors.
It’s never a bad time to speak with your financial professional about changes in your situation.
There are a few things to consider when buying or leasing your next vehicle.
Peer-to-peer payment apps are one of the newest ways to send money.
Bucket lists don’t have to be for tomorrow.