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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 or pre-retirees with similar concerns, we are in a good position to approach such challenges with experience and skills.

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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 info@spivakfinancial.com

Helpful Content

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

 

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Lifetime of Earnings

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Power of Compound Interest

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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