Welcome to The Spivak Financial Group
Here at The Spivak Financial Group, we are truly independent Financial Advisors with 50-plus years of combined financial planning experience. Our certifications and licenses allow us to offer a broad array of financial solutions. We work with the most respected investment and insurance providers to help you achieve your financial goals and stated objectives. We understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income as a result of the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in a good position to approach such challenges with experience and skills.Products and Services We OfferMeet the TeamContact Us
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Learn when it may not make sense to file a claim on your home insurance.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
It's important to understand the pros and cons when considering a prepaid debit card.
For homeowners who think their property taxes are too high, there are ways to appeal.
Six overlooked tax deductions to help manage your tax bill.
Is your estate in order? This short quiz may help you assess your overall strategy.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A special needs trust helps care for a special needs child when you’re gone.
What does your home really cost?
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?