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?
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This worksheet can help you estimate the costs of a four-year college program.
Apps that help small business owners better manage and grow their business.
Gaining a better understanding of municipal bonds makes more sense than ever.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, cracking the code on bonds.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you have causes that you want to support with donations? Here are three tips.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When should you take your Social Security benefit?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.