All Posts by

Kevin Smith, CFP®

Kevin is a wealth advisor who specializes in Wealthspire Pathways, the firm's dedicated digital advisor offering.
retirement calculator

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

Estimating Your Retirement Needs with an Online Calculator Beginning the process of making retirement contributions is a big step for ...

employee benefits

Employee Benefits: Understand and Maximize Your Options

While salary is one of the most important employee benefits to consider for any job, it certainly isn’t everything. Whether ...

wealthspire pathways

Why We Created Wealthspire Pathways

Our Approach to the Robo-Advisor Trend If you follow the investment management/financial planning industry, then you no doubt have heard ...

education planning fafsa

FAFSA: Act Quickly and Strategically to Maximize Benefits

Starting October 1, this year’s Free Application for Federal Student Aid (FAFSA) is now available for current and prospective college ...