Practice Management

Investment Calculators and Tools 300 149 sgi@smithgroupinc.com

Investment Calculators and Tools

Interactive tools that can help with clients’ financial planning.

What Athletes Can Teach Us About Investing Discipline 300 150 sgi@smithgroupinc.com

What Athletes Can Teach Us About Investing Discipline

Female investors often come out ahead when it comes to being disciplined in their saving and investing practice.

Preparing Women for Retirement 600 299 sgi@smithgroupinc.com

Preparing Women for Retirement

When it comes to money matters, women are active drivers.

Back to Basics: Three Steps to Reinvigorate Your Client Relationships 700 350 sgi@smithgroupinc.com

Back to Basics: Three Steps to Reinvigorate Your Client Relationships

Making meaningful connections with clients is the foundation of any successful practice.

4 Estate Planning Documents for Everyone 350 175 sgi@smithgroupinc.com

4 Estate Planning Documents for Everyone

Four key estate planning documents that most adults should consider.

Will vs. Revocable Living Trust? 700 350 sgi@smithgroupinc.com

Will vs. Revocable Living Trust?

While wills and living trusts do have a lot of overlap, there are several differences between them.

Social Security Tips for Working Retirees 600 300 sgi@smithgroupinc.com

Social Security Tips for Working Retirees

If you work in retirement, know the impact to your Social Security and taxes.

15 Estate Planning Terms 700 350 sgi@smithgroupinc.com

15 Estate Planning Terms

Estate planning terms to add to your vocabulary.

Savings Benchmarks for Any Age 700 350 sgi@smithgroupinc.com

Savings Benchmarks for Any Age

Retirement planning can be intimidating at any age—especially early in your career.

College Funding Calculator 700 350 sgi@smithgroupinc.com

College Funding Calculator

A simple tool to help you plan for college.