Tara Spencer, Financial Consultant

Tara Spencer, Financial Consultant I help parents & educators build simple financial plans for peace of mind in protecting their family. Keep the faith and learn to turn struggles into strengths.

Tuesday was sunny and bright - I said goodbye to my co-worker and waited patiently Wednesday to see her again - but she never came. This was the third time in so many years that I had experienced a tragic and unexpected loss in my life that taught me again to value what is most precious - my family, my core values, sweet time, and the mark I leave behind. All I have left of my Mom and my mother-in

-law are memories. Maybe it is for this reason that I truly treasure a special place in my hearts for all mothers. As a Christian mom myself to three extraordinary kids, I try to always do my best to lead them with love, guide their steps, and teach them how to endure through storms that can knock them over so they get back up again and carry on. In the same way, I bring this compassion, guidance, and endurance with me into my consultations. I work with parents to build simple, yet comprehensive financial plans to give them peace of mind. I help professionals prepare for a well-earned successful retirement and grow & protect their wealth. I care as much as anyone and I will do all I can to serve in whatever way I'm able. When I'm not living out my life's purpose, I also enjoy traveling and love the hotel industry that I've served in for well over a decade. I enjoy meeting and connecting with other like-minded people and serving my community in various volunteer roles. I like running and at home work-outs which I often do with my kids. I also love our pet dragon, Gizmo who protects our "treasure" (aka keeps the kids out of trouble).

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
01/12/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
01/10/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
01/08/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

This piece presents an overview of fundamental steps to consider when a loved one passes.
01/05/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
01/03/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
01/01/2026

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Yea...
12/30/2025

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Year!

Here are a few key factors to consider when naming an executor for your estate.
12/29/2025

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
12/27/2025

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
12/25/2025

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Happy Holidays! We wish you and your family joy and happiness.
12/22/2025

Happy Holidays! We wish you and your family joy and happiness.

If you died, what would happen to your email archives, social profiles, and online accounts?
12/22/2025

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

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Bala Cynwyd, PA
19004

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