Paul Spangler - Associate Wealth Advisor

07/28/2021

Whether retirement is within a few years or decades away, you MUST have a plan in place. Are YOU on track for retirement? How do you know? Reach out today for a complimentary consultation to find out.

07/21/2021

Do you have an HSA or are you considering using one? The average American spends almost everything in their HSA every year and only 6% take advantage of an incredibly powerful feature. Contact me if you’d like to learn more or if you have questions!

07/16/2021

Baby Boomers are expected to hand down over $60 trillion dollars to their heirs between now and 2042. If you are one of this people giving or receiving, make sure you have a plan in place for how to make sure it’s managed responsibly!

07/15/2021

Hey everyone it’s been a while since my last post and wanted to do a quick check in. Who else is back in the office?

01/25/2021

Update on market performance and recent events.

01/08/2021

Is it better to rent or to buy a home? It’s a tough decision and one that requires careful thought. When it comes to renting vs buying a house, what’s best for you? To help, let’s explore the pros and cons of each choice.

Is it better to rent or to buy a home? It's a tough decision and one that requires careful thought. About 64% of American adults own their own homes, according to a 2019 Statista report,[i] while the remaining 36% rent, notes Pew Research Center.[ii] While more people lean toward buying a home, rese...

01/07/2021

A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you set aside more of the money you earn for retirement and grow wealth for your financial future.

September 11 is 401(k) Day. Celebrate by considering different strategies for boosting your contributions.

01/05/2021

Buying a car can make a lot of sense, but so can leasing. Read on to get the pros and cons of buying vs. leasing before you decide how to roll.

12/31/2020

Millennials inhabit a world in which there is rising inflation, debt, and healthcare costs. Now is the time for millennials to consider making investments that may put them in a position to succeed over the long term.

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12/29/2020

Many millennials find planning their financial futures a daunting task. It need not be so. We offer some suggestions to get you on your way.

12/24/2020

People in the Sandwich Generation are faced with taking care of themselves, their children, and their parents, especially when parents haven’t sufficiently planned for their own financial future. Here’s how to protect your household while ensuring your parents receive needed care.

People in the Sandwich Generation are faced with taking care of themselves, their children, and their parents, especially when parents haven't sufficiently planned for their own financial future. Here's how to protect your household while ensuring your parents receive needed care.