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Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React

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.

June 2022 Monthly Market Insights

Stocks were mixed in May as a powerful rally in the final week of trading helped recoup losses from earlier in the month.

We Have Moved!

Come see our new office! Our office is now located in the Offices of Greatwood in Sugar Land. After many years of leasing space in Sugar Land we are so excited to now OWN our office space!

   

Helpful Content

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Life Insurance Myths: Debunked

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Surprises

Making the most of surprises is a great reason to work with us.

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