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Learn MoreSPINOSA 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.”
Helpful Content
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.