This is the third in a three part series on charitable giving. At Smith Partners Wealth Management, we love Giving Back and see it as part of our every day mission. You can read more about what we have learned and what we value on our “Lessons in Giving Back” page. Why Use a Donor
Category: Planning Tips
Giving Back: Cash vs. Stock (Part 2 of 3)
This article is the second in a three-part series on charitable giving. At Smith Partners Wealth Management, we love Giving Back and see it as part of our everyday mission. You can read more about what we have learned and what we value on our “Lessons in Giving Back” page. Would You Rather: When I
The Double-Edged Sword of Retirement Savings
How 10% Can Save You 10 Years in Retirement It’s hard to get out of my head that “10 minutes could save you 15% on your car insurance” thanks to GEICO’s never-ending cavemen commercials. Along those same lines, did you know that 10 percent could save you 10 years in retirement? Michael Kitces, whom I
How Do I Find the Right Financial Advisor?
Between the TV ads, recommendations from friends, and the "nice man at church" it is hard to figure out how to find the right financial advisor. Below are our suggested links to independent research on where to start your search, what you should be looking for, and which questions to ask. Not surprisingly, we think the