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.”
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Military families face unique challenges, making personal finance even more critical.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
An inside look at how marginal income tax brackets work.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Even low inflation rates can pose a threat to investment returns.
All about how missing the best market days (or the worst!) might affect your portfolio.
Smart investors take the time to separate emotion from fact.
When do you need a will? The answer is easy: Right Now.
$1 million in a diversified portfolio could help finance part of your retirement.
That big list of dreams and goals isn't the only way to look at your bucket list.