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At Spartan Wealth Management we help our clients reach their financial goals by focusing on the uniquely different needs of each situation and providing a level of customer service and personal attention which exceeds our clients’ expectations.

We will help you create the financial security you desire through in-depth interviews, goal determination and plan development. Spartan Wealth Management is unlike any firm you have encountered before.

Helpful Content

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

 

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

“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.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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