Smith, Mayer & Liddle

"a wealth of knowledge about wealth"sm

 Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.  We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are and the services we offer; and to give you fast, easy access to market performance data.  We hope you take advantage of this resource and visit us often! 

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Lease Payment

How much would your monthly lease payment be?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Newsletters

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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