Smart Wealth Strategies, Inc.

06/03/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

05/31/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

05/27/2026

Every year, most people rush to file by April 15… and then forget about taxes until the next deadline. But your biggest tax saving opportunities often appear after tax season.
Your 2025 return can reveal so much:

• Where your income was taxed the hardest
• Where you may have overpaid
• Where tax smart strategies could help you going forward

That’s why I’m hosting a free online Tax Clarity / Tax Explainer Session with the Chicago Public Library.

📌 Avoiding Tax Minefields: Take Control of Your Tax Future
🗓 Monday, June 1, 2026 (ONLINE EVENT)
⏰ 1:00–2:00 PM
🎙 With Antonio (Tony) Lugo, CFP®

Let’s make taxes less confusing — while making sure you’re not leaving the IRS a Tip!

REGISTRATION Link: https://chipublib.bibliocommons.com/events/6a0744b9703c33630027c896

05/27/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

05/26/2026

Adding a child to the deed? Read this.

05/24/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

05/20/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

05/19/2026

It's a system that needs to connect.

05/17/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

05/13/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.