• Finances, Budget, Retirment Planning

    Tax Season Warning: Retirement Moves Americans Still Have Time to Make Before April 15

    Jeff Smith of The Retirement Smith offers up retirement strategies Americans can still make before filing their taxes FREDERICKSBURG, Va. (March 10, 2026) – April 15th is a day in America that many people dread. It’s the deadline that people have to file federal income taxes with the government without being hit with penalties. While people are busy trying to avoid the date, one financial planner wants people to know there is still time to make some sound financial decisions that will help those planning for their retirement, making March a great time for a market reality check. “Rather than spend the time dreading the filing and paying of income taxes, look for…

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  • Finances, Budget, Retirment Planning

    The Retirement Reality Check for the Middle Class: What Most Advisors Don’t Say

    Fredericksburg Fiduciary Jeff Smith Breaks Down the Gaps in Retirement Planning Advice—and What Everyday Americans Actually Need to Know FREDERICKSBURG, Va. (July 2, 2025) – According to the National Council on Aging, a retirement crisis shows that 80% of older adults are either financially struggling now or at risk for economic insecurity in retirement. With people living longer and goods and services costing more, people must get sound advice regarding financial planning for their retirement. One local financial planning expert is out to give people the scoop on what they need to know so they are protected and ready for retirement. “There is a lot that financial advisors won’t share with people, and I believe…

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