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Smart Money Strategies

15550 Waterleigh Cove Drive
Winter Garden, FL 34787-9208

Phone:

847-337-2194

Fax:

407-403-6613

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Providing Clients Education, Clarity & Confidence

Welcome to the Smart Money Strategies Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We believe that good financial decisions don't have to be confusing. We can provide simple yet prudent techniques that can assist you in your desires to make the most of your money and achieve more of your lifelong financial dreams and goals, whatever they may be.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement,

estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance as well as any upcoming events such as educational financial workshops that you may want to attend.

If you have any questions or would like to schedule a complimentary meeting to discuss your specific questions, you can call me personally at 847-337-2194 or send an email to fredric.lowe@saswealth.com

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

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Explains how future tax rules may impact deductibility of charitable donations.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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How much Disability Income Insurance do you need?

Determine whether you should consider refinancing your mortgage.

This calculator can help you estimate your annual federal income tax liability.

Use this calculator to estimate how much income and savings you may need in retirement.

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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