Taylor Smith - Smith Financial Group

Taylor Smith - Smith Financial Group An Income Specialist. I make sure that my clients and their families never run out of income in retirement, chronic illness or death.

A Client Advocate, Federal Retirement Consultant, and Investment Advisor. Our firm provides education, advice, and coaching for clients on retirement strategies, taxes, and social security benefits. As Client Advocates, we work as a team to give You our best in Wealth Management.

On Wednesday this week I was excited to get to see Victoria through a glass door. Her nursing home is in lockdown and I ...
08/29/2021

On Wednesday this week I was excited to get to see Victoria through a glass door. Her nursing home is in lockdown and I might not get to see her for another month.

Stay informed by subscribing to the twice-monthly newsletter.
04/27/2021

Stay informed by subscribing to the twice-monthly newsletter.

Sign up and stay tuned for this week's posts.

Before giving away an old computer, be sure to remove all sensitive data. Here's how to do it right.
04/25/2021

Before giving away an old computer, be sure to remove all sensitive data. Here's how to do it right.

Before you resell, recycle, or donate an old laptop, learn how to wipe a computer clean and protect your personal data with this Consumer Reports guide.

Make sure you understand the current rules surrounding required minimum distributions from retirement accounts.
04/22/2021

Make sure you understand the current rules surrounding required minimum distributions from retirement accounts.

IR-2021-57, March 16, 2021 — The Internal Revenue Service today reminded taxpayers about the rules for required minimum distributions (RMDs) from retirement accounts.

Here's what to know about the IRS decision to change the tax filing date this year.
04/19/2021

Here's what to know about the IRS decision to change the tax filing date this year.

Pressure has been building for weeks to give taxpayers more time to file their 2020 federal income tax returns.

Many people consider buying more property at some point. Find out about the potential financial implications.
04/16/2021

Many people consider buying more property at some point. Find out about the potential financial implications.

Do you have questions? Reach out anytime.

The twice-monthly newsletter brings timely news and insights to your inbox.
04/13/2021

The twice-monthly newsletter brings timely news and insights to your inbox.

Sign up and stay tuned for this week's posts.

Are you working on getting your affairs in order? Before you meet with an estate planning attorney, it's important to be...
04/04/2021

Are you working on getting your affairs in order? Before you meet with an estate planning attorney, it's important to be as prepared as possible.

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productiv

Be sure to reach out if you could use my services or you know someone who might.
04/01/2021

Be sure to reach out if you could use my services or you know someone who might.

And find out how you could win a $500 Visa gift card.

This Q&A discusses a common retirement challenge: what to do if you need to boost your savings later in life.
04/01/2021

This Q&A discusses a common retirement challenge: what to do if you need to boost your savings later in life.

Here are ways to boost retirement savings to make up for lost time. Also: When credit scores don't need improving.

Required minimum distributions are back. Here's what to keep in mind.
03/29/2021

Required minimum distributions are back. Here's what to keep in mind.

The hiatus on required retirement plan distributions is over, so retirees over age 72 should plan to take them. Here's a look at the quirks and rules changes.

Know anyone who could use my help right now or in the near future? Let me know!
03/26/2021

Know anyone who could use my help right now or in the near future? Let me know!

And find out how you could win a $500 Visa gift card.

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Alabaster, AL
35007

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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