Practice Management

Take Control of Taxes in Retirement 400 200 sgi@smithgroupinc.com

Take Control of Taxes in Retirement

It’s not about how much you earn; it’s about how much you can spend.

Millennials & Retirement 700 350 sgi@smithgroupinc.com

Millennials & Retirement

Are millennials saving enough for retirement? Help them understand why it’s important to start saving now.

Building Your Client’s Retirement Plan 400 200 sgi@smithgroupinc.com

Building Your Client’s Retirement Plan

Finding the right plan to match each clients’ goals will help contribute to their investment success.

Traditional IRA Calculator 400 201 sgi@smithgroupinc.com

Traditional IRA Calculator

Contributing to a traditional IRA can create a current tax deduction, plus provide for tax-deferred growth.

An FA’s Guide to Disability Inclusion 400 200 sgi@smithgroupinc.com

An FA’s Guide to Disability Inclusion

Why to hire more employees with disabilities and how to work with clients with disabilities and help them thrive.

Financial Tips for LGBTQ+ Couples 700 350 sgi@smithgroupinc.com

Financial Tips for LGBTQ+ Couples

Things that can be done to avoid confusion and make sure certain protections are in place.

Spouse Lifetime Access Trust 700 350 sgi@smithgroupinc.com

Spouse Lifetime Access Trust

A type of irrevocable trust used to transfer wealth outside your estate.

Asset Transfer and Legacy Planning 700 350 sgi@smithgroupinc.com

Asset Transfer and Legacy Planning

Strong relationships are key to addressing family wealth transfer.

When to Reevaluate Your Retirement 700 350 sgi@smithgroupinc.com

When to Reevaluate Your Retirement

While making lifestyle changes, it could be a good time to reconsider your retirement plan as well.

Endowment Spending Policy 300 151 sgi@smithgroupinc.com

Endowment Spending Policy

Retirees and their advisors should establish a spending plan for a retirement that could last 30 to 40 years.