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.”
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Determine your potential long-term care needs and how long your current assets might last.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What role would taxes play in your investment decisions?
Do you really have to tip 25% on a $5 coffee? What about your ride-share driver? Learn from the experts.
Stressed about the cost of holiday gift giving? You’re not alone.
Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Why are 401(k) plans, annuities, and IRAs so popular?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When you retire, how will you treat your next chapter?