Serving as a Financial Advisor or Wealth Manager for an individual or family requires more than just knowledge and understanding of investment management. At Smith Anglin, we take our advisory role as a fiduciary very seriously and feel it is important to not only grow and preserve a client’s wealth but to do all we […]
According to Visual Capitalist’s analysis, $1 million would fund a retirement that lasts almost 35 years in the Midwest, compared with less than 18 years in the West. Let’s bear in mind that we’re talking about urban areas – clearly, you could live cheaper in the shrublands of western New Mexico than on Wacker Drive […]
Months into the budget battle – we used to say “budget process” – America is still waiting for answers about how the impacts of government spending will affect their daily lives. The less partisan – we used to say “bi-partisan” – $1.2 trillion hard infrastructure plan has now been signed into law. But then there’s […]
If you are at or approaching retirement age, today you live in a different reality than the one you were born into. When you came into this world, there was a fear that someday you could become a burden to your own children, but it was only a remote possibility. Life expectancy was shorter, and […]
What is a fiduciary? If you have ever considered using a financial adviser, chances are you may have heard this term and wondered exactly what it means and why it’s important when choosing an investment adviser. Watch our short video to find out more about fiduciary obligations. A fiduciary is defined as a person or […]
You’re likely well aware that United recently announced an early retirement offer called the Pilot Voluntary Separation Leave (P-VSL), but you may be struggling to determine if participating is the right decision for you and your family. The P-VSL may be an attractive offer for pilots considering an early-out, but there are many factors and […]
Dear Crewmember, You’re likely well aware that Delta recently announced the Voluntary Early Out Program (VEOP), but you may be struggling to determine if participating in the VEOP is the right decision for you and your family. The VEOP may be an attractive offer for pilots considering an early-out, but there are many factors and […]
The ongoing COVID-19 pandemic has upended world economies and sent many industries deep into the red. In light of this, the United States government has enacted a plan to stimulate the economy and offset the financial strain many Americans are feeling as the outbreak continues. Read on for a summary of the CARES Act and […]
Let’s start by saying: Debt itself isn’t a bad thing. If we’re in a period of low-interest rates, and we expect our earnings to increase over time, the use of debt can be very helpful. It enables us to buy houses, cars, appliances, furnishings and all the other accouterments of The Good Life without denying […]
We’ve spoken a lot in this space about IRAs: traditional IRAs, Roth IRAs, backdoor IRAs and so on. And we’ve always presented these vehicles as fairly conventional, plain-vanilla places to save for your golden years. After all, IRA stands for individual retirement arrangement. Or does it? There are any number of ways you can take […]
