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Perry L. Smith Consulting logo - Your Fiduciary Partners
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Perry L. Smith Consulting

40 Lake Bellevue, Suite 100
Bellevue, WA 98005

Phone:

425-502-9058

Fax:

425-484-4448

E-mail:

perry.smith@cambridgeresource.com barbara.crnkovichsmith@cambridgeresource.com

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Securities offered through CAMBRIDGE INVESTMENT RESEARCH, INC. 1776 Pleasant Plain Road, Fairfield, IA 52556-8757, (614) 472-5100

A Registered Investment Advisor, Member FINRA, SIPC

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

LTCI Cost of Waiting

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck