Download Our Free Ebook
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
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
Modern Retirement Planning
Our company believes that good financial decisions don’t have to be confusing. With over 50+ years of combined experience serving families around the country, we can provide simple techniques that may help you to make the most of your money and help you work towards more of your financial goals. To register for class, please call Foresight Education at (888)218-1188 or email us at the email below. Click on Learn More to see our upcoming schedule. If you have any questions or would like to schedule a complimentary meeting to discuss your specific questions, please contact us by calling (480) 556-9931 or you can email us at email@example.com
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
For homeowners who think their property taxes are too high, there are ways to appeal.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
There are things about Social Security that might surprise you.
Don’t overlook the need for renter’s insurance if you rent your home.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There’s an alarming difference between perception and reality for current and future retirees.
Do you have causes that you want to support with donations? Here are three tips.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.