Spinnaker Wealth Management

12/04/2024

Multi-generational wealth planning may seem daunting, but the sooner you begin the better off your heirs will be. Let’s connect and begin outlining your goals.

11/13/2024

Passing on real estate to heirs often comes with financial and emotional challenges. Here are three ways to provide clarity and reduce worries for everyone involved:

1. Audit important property information
2. Understanding tax and other financial implications
3. Have a proactive and candid conversation

Take proactive steps today to help ensure your legacy is carried out as you wish.

11/12/2024

Discussing your estate plan with loved ones can be difficult – but it is an important conversation to have. Here are tips for how to have a healthy estate planning conversation, and ways I can help facilitate the conversation.

Learn what goes into having a successful and productive estate planning conversation.

11/08/2024

For many investors, creating an estate plan brings peace of mind, knowing that their loved ones are supported. When did you last review your plan? Let’s connect to help ensure your assets go exactly where you intend.

10/03/2024

As we enter the final stretch of 2024, what is one small step can you take today to move closer to achieving your financial goals?

10/02/2024

For many investors, a 401(k) is the cornerstone of their retirement income strategy. When did you last review your plan? Let’s connect to help ensure your 401(k) investments are aligned to your retirement goals.

09/27/2024

Our pre-retirement checklist may help you improve your savings.

09/27/2024

Get more expert insights by reading the latest Weekly Market Perspectives.

09/27/2024

Did you know the IRS requires you to withdraw money from select investments at a certain age? I can help you navigate these required minimum distributions (RMDs).

09/27/2024

“The economy is on firm ground, rates are now easing, and corporate profits are growing. Overall, that's a positive tailwind for asset prices. Notably, lower rates favor stocks when the economy isn't in a recession.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

Get more expert insights by reading the latest Weekly Market Perspectives.

09/27/2024

How many years are you from retirement? Review these important milestones to make sure you’re on track.

Our pre-retirement checklist may help you improve your savings.