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.”
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
In the face of divorce, making changes to insurance coverage may be overlooked.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
How to help determine life insurance needs to provide for your family after you pass away.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Healthy habits are one of the greatest gifts to give your child.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
What if instead of buying that vacation home, you invested the money?
If you died, what would happen to your email archives, social profiles and online accounts?