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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
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.