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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.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 protected]
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
It sounds simple, but paying yourself first can really pay off.
What does the Tax Reform and Jobs Act mean for you?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
How to help determine life insurance needs to provide for your family after you pass away.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
You’ve made investments your whole life. Work with us to help make the most of them.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, cracking the code on bonds.
How does your ideal retirement differ from reality, and what can we do to better align the two?