Matt Smith

CPA and Financial Advisor.
Pay less tax, grow your wealth.
A goal without a plan is just a hope.

[Matt Smith @CPA_FA]

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC, a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

[Matt Smith @CPA_FA]

@BarkleyDad But it was built on biblical values. an inconvenient truth to some.

[Matt Smith @CPA_FA]

@SPACEdotcom Only half, maybe not 3/4?

[Matt Smith @CPA_FA]

@SPACEdotcom Those are clouds not smoke. over the mountain range. Lahaina is seaside at the bottom.

[Matt Smith @CPA_FA]

Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance https://t.co/p47ZbqOCqY

[Matt Smith @CPA_FA]

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls? https://t.co/p1bRRPClJV

[Matt Smith @CPA_FA]

#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run. https://t.co/8L0dlpQJjc

[Matt Smith @CPA_FA]

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. https://t.co/IeIkDmb1De

[Matt Smith @CPA_FA]

Low car lease payments look great, but do you really save money in the end? #LeaseACar https://t.co/76TAQyubVO

[Matt Smith @CPA_FA]

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say? #CashFlow https://t.co/QOGqkG5mJy

[Matt Smith @CPA_FA]

College, kids and costs. https://t.co/hRXge3sd2p

[Matt Smith @CPA_FA]

Beware of tax hacks on social media, as they could lead to serious trouble with the IRS and hefty fines. CBS News has the story: #taxhacks #IRS #taxscams https://t.co/IOE2Y2bj4b

[Matt Smith @CPA_FA]

Valuation is important for business succession, estate taxes and even qualifying for a loan. https://t.co/WQJ5f8WyQp

[Matt Smith @CPA_FA]

What steps might help you sustain and grow your retirement savings? This piece explores them. https://t.co/q2yhoBWeNo

[Matt Smith @CPA_FA]

What will your family do if you can't earn an income? Here are steps you can take today. https://t.co/CBOGiXXxmL

[Matt Smith @CPA_FA]

How long will your retirement money last with regular withdrawals? Have you run the numbers? #SavingForRetirement https://t.co/GRG0FqDMW1