SPINOSA WEALTH MANAGEMENT GROUP is an award winning independent wealth management firm serving a select group of individuals, families, business owners and institutions both locally and around the country. Our mission is clear: to deliver value to clients through ongoing, intimate relationships while providing the guidance that helps pursue their vision of financial success. “We are always striving to be a trusted, competent custodian of your wealth.”
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Couples may be able to head off many of the problems in a marriage that money can cause.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
A letter of instruction provides additional and more personal information regarding your estate.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Here are 4 great, and sometimes unexpected, places to raise a family.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.