Dad's $900k Hijacked by Abusive Daughter

Ken has Alzheimer's and his daughter is taking advantage of the situation.

Merry Christmas from W.A. Smith Financial Group! We hope you have a wonderful holiday season and want to thank our clients for an amazing year! We hope you enjoy this years Christmas film!

What withdrawal rate is the best? Our answer might shock you... #WithdrawalRate #financialplanning

Is an 8% withdrawal rate acceptable for this couples retirement?

Happy New Year from the W.A. Smith Financial Group team. Thank you for an incredible year and have a safe holiday!

Seek valuable retirement and financial insight from Bill Smith, RICP®, MRFC®, with over 25 years of experience, on 'Retirement Solutions.' Now Available Sundays at 11:30 am on WKYC 3 & on News 5 at 12:00 pm in Cleveland AND Sundays at 11:30 am on WFLA Channel 8 in Tampa Bay

The snow and ice have arrived! It’s a winter wonderland outside the office, but the roads are slick—stay safe out there!

Team outing at the Cavs game! #LetEmKnow

New Rise in Retirement episode just posted. Check it out! Watch: We Rejected a $1M Retirement Plan. Here’s Why. youtu.be/mhBOJ1K6Kyo?fe…

New policies = new opportunities. Our latest guide covers the potential financial shifts post-2024 election and what retirees & investors need to know. Get the strategies that could potentially help you stay ahead. 📥 Download now: bit.ly/3WP94Lq

Retirement Solutions with Bill Smith breaks down potential changes to taxes, Social Security, Medicare, and investments. Watch Sundays at 11:30 AM on WKYC 3, News 5 (Cleveland) & WFLA 8 (Tampa Bay). Get our free guide: bit.ly/3WP94Lq

We’re working on an exciting new project covering the growth of W.A. Smith Financial Group and Bill Smith’s story. Stay tuned!

Many retirees say they’d do things differently. Some wish they had started tax planning sooner. Others focused too much on a savings number instead of an income plan. Many wish they had spent more early in retirement. What’s the best financial decision you’ve made?

Retirement planning isn’t a one-time event—it’s a process that evolves with your life. That’s why our advisors work to build long-term relationships, not just financial plans. We’re proud to have built a team that our clients can turn to throughout retirement.

“The wealthiest families don’t rely on a single advisor... They work with a team of professionals" Bill Smith recently shared insights with GoBankingRates on how high-net-worth families approach long-term financial planning. Read the full article here: bit.ly/42cYsb1

Retirement isn’t about holding back. It’s about living the life you’ve worked for. In his latest op-ed, our CEO Bill Smith explains why retirement should come with confidence, not hesitation—starting with a strong plan. Read more: bit.ly/3Gaya1X

Worried about future finances post-retirement? 'Retirement Solutions' crafts a secure plan for you. Catch us on Saturdays, 12pm on FOX 13, Sundays, 11:30am on WKYC 3, News 5 at 12pm in Cleveland & WFLA Channel 8 in Tampa Bay.

You asked—we delivered. Rise in Retirement is now available as a podcast in addition to our regular YouTube videos! Listen on your favorite platform, anytime. See where you can stream: bit.ly/4kxyhUs

Not every retirement struggle is about money. This week’s Rise in Retirement story is about a couple who “did everything right”—but still feel like something’s missing. Sometimes the missing piece is purpose. bit.ly/4l8qtIw