Smith & Associates

Smith & Associates A financial advisory practice

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10 tips that can head-off marriage money problems.
06/22/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
06/19/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
06/17/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

This piece presents an overview of fundamental steps to consider when a loved one passes.
06/15/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

06/12/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

Can group and private disability policies work together?
06/10/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

If you don’t have an estate strategy, here's some reasons why you should.
06/08/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
06/05/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
06/03/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Address

230 Route 206 Bldg 1 Suite 109
Flanders, NJ
07836

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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