Jeff Smith & Associates - IG Private Wealth Management

Jeff Smith & Associates - IG Private Wealth Management Jeff Smith CFP CLU - Executive Financial Consultant - Investors Group Financial Services

08/30/2026

Big‑name banks often pay far less than the national average on savings. Here’s why, how that affects retirees, and a simple framework for getting more from your cash.

08/28/2026

Some kids' savings accounts offer unusually high rates, but the benefits of opening one in your child's name go beyond APY.

Learn how to use business insurance strategies to not only protect your business but also to help it grow and thrive. Re...
08/24/2026

Learn how to use business insurance strategies to not only protect your business but also to help it grow and thrive. Read More: https://ow.ly/NpW350ZEJAW

08/23/2026

Your expenses in retirement evolve and change from your working life and not accounting for this is usually the most overlooked part of retirement.

08/21/2026

The AI infrastructure boom is driving a dramatic surge in cargo theft, leaving companies and ultimately consumers to pick up the tab.

08/20/2026

It’s important to integrate an inheritance into your financial plan as tax efficiently as possible. Let’s discuss your options.

08/16/2026

Our spending habits are often influenced by our social circles. You can help shape what it looks like.

08/14/2026

In AI-driven transformation, the real risk isn't the technology itself—it's leaders staying silent or vague at the exact moment employees need clarity, context and trust the most.

08/09/2026

Rising health care costs in the U.S. are driving a growing number of retirees to look overseas where health care standards are high but come at a more affordable cost.

08/07/2026

A guide to disposing of all the things your parents accumulated over a lifetime. Plus, 10 tips for organizing your own stuff to spare your kids trouble or conflict.

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