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.”
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
For homeowners who think their property taxes are too high, there are ways to appeal.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn how to harness the power of compound interest for your investments.
How do the markets usually react to elections? Was the 2016 election any different?
When do you need a will? The answer is easy: Right Now.