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Byrd, Smalley & Adams, P.C.

 

Access online content and solutions that facilitate the communication of  financial planning knowledge and advice that is current, concise, and compliant. Articles offer up-to-date information on a variety of business-related and financial planning topics. Frequently asked questions provide a comprehensive library of common issues and sound advice.

 
Business Owner
 Articles
  Benefits and retirement plans
  Insuring a business
  Starting a business
  Transferring or selling a business
 Decision Tools
  Benefits and retirement plans
  Business planning basics
  Choosing an entity
  Insurance planning
  Tax planning
  Transferring or selling a business
 FAQs
  Employee benefits and other issues
  Home-based businesses
  Incorporating a business
  Noncompetition agreements
  Partnerships
  Transferring or selling a business
  Valuing a business
 
Education Planning
 Articles
  529 plans
  Education planning basics
 Decision Tools
  529 plans
  Determining how much to save for college
  Evaluating college savings options
  Financial aid
  Tax issues
 FAQs
  529 plans vs. other ways to save for college
  529 plans: Making contributions
  529 plans: Tax issues
  Choosing a 529 plan
  Financial aid
  Paying for college
  Using or withdrawing 529 funds
 
Estate Planning
 Articles
  Assets
  Beneficiary designations
  Charitable giving
  Estate planning basics
  Life insurance
  Probate
 Decision Tools
  Business planning
  Charitable giving
  Estate planning basics
  Trusts
 FAQs
  Estate and gift tax
  Planning for incapacity
  Probate
  Trusts
 
Government Benefits
 Articles
  Medicare and Medicaid
  Social Security
 FAQs
  Social Security
 
Investment Planning
 Articles
  Choosing investment vehicles
  Investment basics
  Investment goals
 Decision Tools
  Creating an investment portfolio
  Investment planning basics
 FAQs
  Mutual funds
 
Personal Finance
 Articles
  Financial basics
  Managing credit and debt
  Owning a home
 FAQs
  Bankruptcy
  Buying a home
  Buying, selling, or leasing a car
  Credit basics
  Mortgages
 
Protection Planning
 Articles
  Annuities
  Business insurance
  Disability insurance
  Health insurance
  Homeowners insurance
  Life insurance
  Long-term care insurance
 Decision Tools
  Annuities
  Life insurance
 
Retirement Planning
 Articles
  Health care issues
  Saving for retirement
  Social Security
 Decision Tools
  401(k) plans
  Health care issues
  IRAs
 FAQs
  Employer-sponsored retirement plans
  IRAs
  Saving for retirement
  Social Security
 
Special Situations
 Articles
  Caring for an aging parent
  Raising a family
 Decision Tools
  Financial basics
  Insurance basics
 FAQs
  Caring for an aging parent
  Consumer protection
  Divorce
 
Tax Planning
 Articles
  General tax planning
  Taxes and insurance
 Decision Tools
  Tax credits and deductions
 FAQs
  General tax planning
  Tax credits
  Tax deductions
  Taxes and child support/alimony
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