Spohn Partners: Financial Planning and Investment Management

05/28/2026

Life insurance plays an important role in protecting loved ones — but Social Security may also provide meaningful income for eligible family members. Understanding how survivor benefits work can be a critical part of long‑term planning.

🔗 Read the full article to learn who may qualify and how benefits are calculated.

Did you know that Social Security benefits could be an important source of income for your survivors?

05/25/2026

Today we pause to remember and honor the men and women who made the ultimate sacrifice in service to our country. Our office is closed in observance of Memorial Day.

05/19/2026

When one asset makes up a significant portion of your net worth, how and when you create liquidity matters. With the right sequencing and structure, it’s possible to reduce tax friction while preserving future options. This article explores key considerations every high‑net‑worth investor should understand.

🔗 Read more: https://www.spohnpartners.lpl.com/blog/advanced-strategies-for-concentrated-wealth

In investing and wealth management, concentrated wealth refers to having significant exposure to a single asset or a few assets. There is a risk when an investor's portfolio is insufficiently diversified, tying an oversized portion of...

05/14/2026

Your legacy matters. Our estate planning strategies help ensure your wishes are honored and your loved ones are protected. 📜 Start planning today: https://www.spohnpartners.lpl.com/services

05/10/2026

Today we celebrate the mothers and mother figures who lead with strength, patience, and care. Wishing you a happy Mother’s Day filled with appreciation and gratitude.

05/07/2026

The most effective retirement plans start with purpose. Aligning lifestyle goals, family priorities, and charitable intentions can simplify decisions and unlock meaningful tax opportunities. Swipe for a high‑level framework, then explore the full article for real‑world context.

🔗 Read more: https://www.spohnpartners.lpl.com/blog/retirement-planning-for-wealthy-individuals-6-ideas-to-help-you-get-your-f

05/04/2026

What helped build wealth isn’t always what protects it.

As financial lives become more complex, even disciplined and successful investors can overlook hidden risks. This eBook examines the blind spots that often emerge as wealth grows — and why strategic thinking matters more than ever.

🔗 Access the eBook to read the full perspective.

This guide explores the blind spots that frequently surface among affluent investors. An invitation to apply the same level of strategic thinking to wealth decisions that is often applied to business, careers, and growth initiatives.

04/29/2026

Are you financially positioned to retire without running out of money? Does your portfolio align with your goals? Are you minimizing taxes effectively? Our Complimentary Retirement Assessment answers these questions—and more. 🔍 Learn how: https://www.spohnpartners.lpl.com/our-process

04/22/2026

Are you truly retirement‑ready?

Use this scorecard to review essential components of retirement planning and gain insight into how prepared you may be for the years ahead.

🔗 Access the scorecard here.

A planning snapshot for individuals approaching retirement

04/15/2026

A tax refund can feel like found money — but how you use it matters.

In 2025, 63% of taxpayers received a refund, averaging $3,167. From paying down debt to building savings, this article breaks down how Americans are using their refunds — and how to think longer‑term about those decisions.

🔗 Read the full article for the insights.

Although a tax refund is your money to begin with, it can feel like a windfall to spend, save, or invest.