Smart Wealth Blog

A will is a legal document that outlines how you’d like your assets distributed after your death.

A fiduciary financial advisor is a finance professional who is obligated to act in their client’s best interest.

It’s never too early to start planning for retirement.

For small business owners, ensuring your investment is covered is critical to ensuring the survival of your business after you are gone.

Whether you are an employee in corporate America or a small business owner, retirement is a part of life.

You may wonder whether there is any way to maintain your lifestyle and preserve your wealth to pass down to your loved ones.

Everyone needs to have some level of financial literacy to help manage their finances.

Planning for retirement when you’re self-employed starts with knowing your options.

The financial planning process documents your financial goals and the long-term strategy you will follow to achieve these goals.

If you have a financial goal but are unsure what steps to take, a financial advisor can help you create an actionable, achievable plan.

For people in their late teens and twenties, this is the time to learn about finance and start saving for your financial future.

When you own a business, you get to deduct business expenses from your business income.

Similar terms can cause confusion, but we’re here to help you understand these terms and their differences.

Wealth management advisors help you follow your dreams—whether that be retirement, a college fund for your child, or traveling the world.

Wealth managers help you not only save your wealth but also build upon it.

Enjoy the 2022 financial planning and wealth management webinars.

When it comes to giving stock as gifts, there is one key benefit for both the giver and the recipient.

A business owner would be keen to review several factors in preparing year-end documents and preparing for the following year.

As a business owner, you know the importance of planning for your company’s future.

As the name implies, “generational wealth” is the wealth that transfers from generation to generation.