Many Americans are operating their personal finances with only the barest minimum of knowledge. Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience. Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too. Understanding the economy's cycles can help put current business conditions in better perspective. Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too. Understanding the economy's cycles can help put current business conditions in better perspective. Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Services
Welcome to a distinct community - one founded on sound financial principles, trust, friendship, and caring. Our focus is on building relationships with clients in order to better understand and help them achieve their dreams. In 1955, Walt Disney opened the doors to let the world see his dream. Disneyland (CA) was a place of magic and imagination; where anything was possible.
Spencer Financial Services is committed to providing top tier financial services to each and every client, through each stage of life. We are able to accomplish this goal due to our extraordinary team. In today's complex financial world, it is rare for one person to be knowledgeable in all the different products, services, and strategies that can help you pursue your financial goals.
Spencer Financial offers a full range of financial services and is committed to providing personalized services to meet your needs. Our comprehensive playbook provides multiple options aimed at achieving your short and long term financial plans, goals, and dreams. Planning is not a one time event, however.
A complicated market backdrop requires a more sophisticated investment approach to generate returns and manage volatility. Spencer Financial Services, Inc. provides individualized investment recommendations based on your risk tolerance, time horizon, liquidity needs, and individual investment preferences.
For many of our clients, the thought of retirement can prompt anxious questions. The big one: "Will I have enough?" Conventional thought interprets that as: "Will I have enough money to live out my life?" But, through Fit-to-Retire, we've discovered the question can have more than one meaning: Will I have enough friends to spend time with?
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