Grow and Protect the Future Lifestyle You Desire
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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Even low inflation rates over an extended period of time can impact your finances in retirement.
One of the most common questions people ask about Social Security is when they should start taking benefits.
A collection of tips from professional travelers.
What’s the deal with your yearly free credit report?
Gaining a better understanding of municipal bonds makes more sense than ever.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The market is as unpredictable as the weather. We’d love to help you prepare.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.