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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 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 firstname.lastname@example.org
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Simple steps may help you foil hackers and protect your privacy.
For many, retirement includes contributing their time and talents to an organization in need.
Is your estate in order? This short quiz may help you assess your overall strategy.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Important items to consider when purchasing condo insurance.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Pundits say a lot of things about the markets. Let's see if you can keep up.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.
When should you take your Social Security benefit?
Even low inflation rates can pose a threat to investment returns.