Smart Wealth Strategies, Inc.

How much could you receive from Social Security? Here’s what to expect.

Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.

Every year, most people rush to file by April 15… and then forget about taxes until the next deadline. But your biggest tax saving opportunities often appear after tax season.
Your 2025 return can reveal so much:

• Where your income was taxed the hardest
• Where you may have overpaid
• Where tax smart strategies could help you going forward

That’s why I’m hosting a free online Tax Clarity / Tax Explainer Session with the Chicago Public Library.

📌 Avoiding Tax Minefields: Take Control of Your Tax Future
🗓 Monday, June 1, 2026 (ONLINE EVENT)
⏰ 1:00–2:00 PM
🎙 With Antonio (Tony) Lugo, CFP®

Let’s make taxes less confusing — while making sure you’re not leaving the IRS a Tip!

REGISTRATION Link: https://chipublib.bibliocommons.com/events/6a0744b9703c33630027c896

Tax time can be a good time to give your household budget a checkup.

Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up.

The Deed Trap Nobody Talks About Adding a child to the deed? Read this.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

Bi-Weekly Mortgage Payments See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds.

Estate Planning is Not a Document It's a system that needs to connect.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

How Long Will My Savings Last If I Become Disabled? See how long your current savings might last if a disability interrupted your income.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Grantor Retained Annuity Trusts (GRATs) Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.