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Retirement - Part 6: More Retirement Help

When it comes to retiring, some people have been waiting for years and are well prepared for it both financially and emotionally. But, there are many others on the cusp of retirement who are troubled by doubts, questions and uncertainties. That’s where Spectrum Financial Services can help.

Retirement - Part 5: Transitioning Into Retirement

When it comes to retiring, some people have been waiting for years and are well prepared for it both financially and emotionally. But, there are many others on the cusp of retirement who are troubled by doubts, questions and uncertainties. That’s where Spectrum Financial Services can help.

Retirement - Part 4: Overcoming Roadblocks

When it comes to retiring, some people have been waiting for years and are well prepared for it both financially and emotionally. But, there are many others on the cusp of retirement who are troubled by doubts, questions and uncertainties. That’s where Spectrum Financial Services can help.

Retirement - Part 3: Life's Other Realities

When it comes to retiring, some people have been waiting for years and are well prepared for it both financially and emotionally. But, there are many others on the cusp of retirement who are troubled by doubts, questions and uncertainties. That’s where Spectrum Financial Services can help.

Retirement... What am I going to do now?

When it comes to retiring, some people have been waiting for years and are well prepared for it both financially and emotionally. But, there are many others on the cusp of retirement who are troubled by doubts, questions and uncertainties. Do any of these scenarios sound familiar?

Be Prepared in Case You are Suddenly Single - 10 Financial Steps to Take Following a Spouse’s Death

The untimely loss death of a spouse leaves you with many feelings and responsibilities that you may never have experienced before. As a surviving spouse, the initial shock of losing a loved one can be devastating and overwhelming.

Maximize Your Retirement

When you are ready to retire – whether that’s next year or 20 years from now – will your money be ready? Preparing for retirement requires a plan, and that plan should consist of two phases: the savings years and the retirement years. To achieve the goal of a financially secure retirement for the future, you need to make wise decisions during the saving phase now. 

Understanding Tax Issues Associated With Trusts

You want your hard-earned money to fulfill your short-term financial goals and to provide a comfortable future for you and your loves ones. A trust is one type of estate planning tool that may help you manage your assets and even provide estate tax savings down the road.

Impact of the Debt Ceiling Debate - Our Thoughts

Many people rightfully have concerns about the consequences on the world financial system if the debt ceiling limit is not raised by August 2. Speculation has been all over the news lately about what could happen if the US Government chooses not to pay its debts because of their political differences.

Questions to Answer when Terminally ill

Estate Planning Issues:

* Does my Will or Trust accomplish all of my goals for my family and charities?

* Are all of my beneficiary designations in place and do they accurately reflect my wishes?

* Do I have meaningful or valuable personal items that should be on a list to go to specific people?

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