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.
Making the most of surprises is a great reason to work with us.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Beware of these traps that could upend your retirement.
Ascertaining the value of your business is important for a variety of reasons.
Life insurance proceeds are generally tax-free. But not in all cases.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Around the country, attitudes about retirement are shifting.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How will you weather the ups and downs of the business cycle?
Women must be ready to spend, on average, more years in retirement than men.
Here are five facts about Social Security that might surprise you.