Spectrum Financial

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Where will your retirement income come from? Do you know all the choices available?
09/21/2025

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Property taxes too high? Here are ways to potentially lower your assessment.
09/18/2025

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

Retirement may change your perception of investment risk.
09/16/2025

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
09/14/2025

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Business owners should consider a succession plan sooner rather than later.
09/11/2025

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
09/09/2025

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

August ended strongly for U.S. markets, with the S&P 500 closing above 6,500 for the first time. A mix of slowing job gr...
09/08/2025

August ended strongly for U.S. markets, with the S&P 500 closing above 6,500 for the first time. A mix of slowing job growth and cooling inflation put the Fed’s next move in the spotlight as investors look ahead to the September meeting. And with football season kicking off, fans and advertisers are spending big to be part of the action.

The Standard & Poor’s 500 Index advanced 1.91 percent, while the Nasdaq Composite rose 1.58 percent. The Dow Jones Industrial Average led, picking up 3.20 percent.1

The savings rate is the government’s estimate of how much U.S. households are saving.
09/07/2025

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
09/04/2025

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
09/02/2025

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

Considering alternative investments? It’s critical to sort through the complexity.
08/31/2025

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
08/28/2025

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Address

1375 Lenoir Rhyne Boulevard SE Suite 101
Hickory, NC
28602

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+18283289551

Website

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