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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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.