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 Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Here are six flags that may make your tax return prime for an IRS audit.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
How do the markets usually react to elections? Was the 2016 election any different?
There’s an alarming difference between perception and reality for current and future retirees.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Around the country, attitudes about retirement are shifting.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.