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David Smith

David Smith

Private Wealth Manager | CFP | CRPC | AIF

  • About
    • What is financial planning?
    • Why work with David?
    • Who I work with
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Helpful Articles

Please feel free to read and share any of these articles that you may find helpful to you, or to your friends and family.

Article TitleDate Added
Traditional vs Roth IRA1/19/2019
The Value of Insuring Against Life’s Risks1/23/2019
Countdown to College1/30/2019
Your Emergency Fund2/1/2019
4 Reasons You Should Consider Life Insurance As A Planning Tool2/19/2019
To Catch a Thief3/5/2019
The Investment Risk You May Not Know About3/1/3-2019
Saving Early and Letting Time Work for You4/2/2019
Where Will Your Retirement Money Come From4/9/2019
The Cost of Procrastination4/25/2019
Three Key Questions to Answer Before Taking Social Security5/1/2019
Tax Moves to Consider in Summer6/25/2019
Are Gen Xers Planning for Retirement the Right WayAre Gen Xers Planning for Retirement the Right Way6/27/2019
Eight Mistakes That Can Upend Your Retirement7/9/2019
Put it in a Letter8/7/2019
Understanding Long-Term Care9/5/2019
Overlooked Tax Deductions for Small10/9/2019
Systematic Withdrawal Strategies10/30/2019
Retirement Is a Beginning02/11/2020
Should You Care What the Financial Markets Do Each Day02/27/2020

 

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Upstream Investment Partners is independently owned and operated.

Securities offered through Sigma Financial Corporation; Member FINRA/SIPC

Investment Advisory Services offered through Sigma Planning Corporation, a Registered Investment Advisor.

David Smith, CFP®, CRPC®, AIF®

Address: 14881 Quorum Drive, Suite 430
Dallas, TX 75254
Email: [email protected]
Phone: (972) 865-6944

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