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Smith Wealth Management


1425 Pinehurst Rd.
Dunedin, FL 34698

Phone:

727-734-8834 888-734-8834

Fax:

727-734-8836

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

 Retirement, Income and Tax Planning

Investment Management, Life Management, Wealth Management since 1977

Explains how future tax rules may impact deductibility of charitable donations.

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Describes financial burdens associated with end-of-life care and funerals.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Shows how transfer-on-death designations help avoid probate costs.

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Use this calculator to determine whether you qualify for the different types of IRAs.

This calculator is designed to help you attach a dollar figure to your life’s work.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How much do you need to save each year to meet your long-term financial goals?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck