All Posts By

Kevin Smith, CFP®

Dec 10 2020
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retirement calculator

Retirement Calculator Test Drive: Which Will Work Best for You?

By Blog
Estimating Your Retirement Needs with an Online Calculator Beginning the process of making retirement contributions is a big step for anyone. Today, proper retirement planning seems more important than ever, but where do you begin to crunch numbers? For many, an online retirement savings calculator offers an anonymous, low-commitment method to obtain the basic estimates you need to get started and know how much money you need to retire comfortably. More than just providing one metric, retirement calculators can provide a lot of useful information about how to achieve that desired nest egg amount. From adjusting your risk profile to…
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Jul 28 2020
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employee benefits

Employee Benefits: Understand and Maximize Your Options

By Blog
While salary is one of the most important employee benefits to consider for any job, it certainly isn’t everything. Whether you’re evaluating job offers or simply reviewing options at your current workplace, understanding everything available to you is the key to properly evaluating a job opportunity and ensuring that you don’t leave anything on the table. Though many of our clients and readers are well-versed in their own benefits options, it can be challenging to consider all angles of a benefits package at the early stages of your career, or conversely, difficult to re-assess as life progresses and your needs…
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Nov 20 2019
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wealthspire pathways

Why We Created Wealthspire Pathways

By Blog
Our Approach to the Robo-Advisor Trend If you follow the investment management/financial planning industry, then you no doubt have heard the term “Robo-Advisor”. Robo-advisors have been a hot topic and some advisors even view these types of digital platforms as the future of the industry. Robo-advisors come in all shapes and sizes, but for the most part tend to be lower-cost, automated investing solutions accessed digitally with minimal one-on-one interaction with a person. Some services don’t provide any contact with a live person while others offer call centers with new people answering each time you call, providing no real way…
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Oct 02 2019
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education planning fafsa

FAFSA: Act Quickly and Strategically to Maximize Benefits

By Blog
Starting October 1, this year’s Free Application for Federal Student Aid (FAFSA) is now available for current and prospective college students. The FAFSA determines a student’s eligibility for Federal grants and loans and is used by schools to craft a student’s financial aid package. Everyone, regardless of income levels, should fill out the FAFSA because it is necessary even for merit-based scholarships. Maximizing Your Potential Financial Aid File the FAFSA as soon as possible after October 1, as some financial aid is awarded on a first-come, first-served basis until the money runs out. In fact, based upon the most recent…
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