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.”
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Four vacation destinations you might never have thought of.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This worksheet can help you estimate the costs of a four-year college program.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know how to set up your financial goals for success? This knight does.
With alternative investments, it’s critical to sort through the complexity.
Investors seeking world investments can choose between global and international funds. What's the difference?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.