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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.

September 2022 Monthly Market Insights

Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August.


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

Principles of Preserving Wealth

Principles of Preserving Wealth

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

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

 

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Lifetime of Earnings

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

What Is My Current Cash Flow?

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

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Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Tap Retirement Savings to Fund College?

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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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