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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 email@example.com
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How do the markets usually react to elections? Was the 2016 election any different?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Five strategies for managing your student debt.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Knowing the rules may help you decide when to start benefits.
Currency has been around for a long time. Here’s a quick history lesson.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here are five facts about Social Security that might surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are three things to consider before dipping into retirement savings to pay for college.
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.