Frank Smith Investment Advisor

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Have a strategy for discussing healthcare with your parents.
02/10/2023

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

All those years of work can add up to a small fortune. What's your strategy for your money?
02/08/2023

All those years of work can add up to a small fortune. What's your strategy for your money?

Estimate how much you have the potential to earn during your working years.

Investors showed a buying mood in January with stocks rallying due to moderating inflation, a better-than-feared earning...
02/07/2023

Investors showed a buying mood in January with stocks rallying due to moderating inflation, a better-than-feared earnings season, and healthy economic data.

Stocks rallied in January as moderating inflation, a better-than-feared earnings season, and healthy economic data put investors in a buying mood.

What’s the difference between a General Obligation bond and a Revenue bond?
02/06/2023

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

Even if you’re   and single, you should still consider   yourself with  .
02/03/2023

Even if you’re and single, you should still consider yourself with .

Even if you’re young and single, you should still consider protecting yourself.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
02/01/2023

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Assets minus liabilities = net worth. When was the last time you calculated yours?
01/30/2023

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Property taxes too high? Here are ways to potentially lower your assessment.
01/27/2023

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
01/25/2023

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
01/23/2023

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
01/20/2023

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
01/11/2023

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

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Yardley, PA

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