Welcome to Smith Financial Corporation
Your Business SolutionSmith
We believe that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.
This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, so please check our website often for updates.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you may e-mail us at derek@smithfinancialnc.com or call 704-663-7040.
Newsletters
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Telemedicine: The Virtual Doctor Will See You Now
Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.