Greg Spinazze, Ataspen

Greg Spinazze, Ataspen I have over 40 years’ experience serving clients in the financial, retirement and estate planning marketplace. CA Insurance License # OD89669

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or

solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

06/12/2026

Italians know how to live la dolce vita... Slow mornings, good food, and time with loved ones.

What’s your ‘dolce vita’ moment this weekend?

06/10/2026

How is your portfolio positioned for 2026?

Market conditions change. Your allocation should too. Rebalance to maintain risk tolerance and optimize returns.

Feel welcome to contact me if you need any assistance with this. Asset allocation and rebalancing does not guarantee a profit or protection against loss in a declining market.

06/08/2026

Invest Smarter

Municipal bonds, opportunity zones, and certain real estate investments can provide tax benefits while growing wealth.

Pro Tip: Work with your advisor to identify strategies aligned with your goals.

Ready for your next adventure? Don't let the expense of travel hold you back! These 5 tips make saving up for your next ...
06/05/2026

Ready for your next adventure? Don't let the expense of travel hold you back! These 5 tips make saving up for your next vacation easier than you think. Read this article to learn how you can go from collecting spare change to automating your savings, and other ways to increase your travel fund. Plus, consider cutting out one expense, redeeming credit card rewards, or picking up a side hustle to boost your savings. Remember, it's possible to prioritize your finances and make your travel dreams a reality. Where do you want to explore next?"
https://eqtble.co/3LxiJjg

06/03/2026

Smart Tax Moves High earners can benefit from strategies like tax-loss harvesting, charitable gifting, and maximizing retirement contributions.

Review your portfolio with your CPA for opportunities to reduce taxable income.

Pro Tip: Consider donor-advised funds for charitable giving with tax benefits. And as usual, contact your financial professional for personalized planning and your CPA or tax professional for tax questions.

06/01/2026

Liquidity Matters

Liquidity Matters Ensure you have enough liquid assets for opportunities or emergencies without disrupting long-term investments.

05/29/2026

Feel‑Rich Friday idea: Clean out your wallet or purse.

You’ll magically find:
• Gift cards you forgot existed 🎁
• Crumpled $5 bills 💵
• Loyalty rewards ready to redeem ⭐

Instant wealth. You’re welcome.

05/28/2026
05/25/2026

Today, we pause to honor the men and women who gave their lives in service to our country. Their sacrifice is the reason we enjoy the freedoms and the opportunities we have today.

As you gather with family and friends, may we all take a moment to reflect, remember, and give thanks.

Wishing you a meaningful and peaceful Memorial Day.

Address

32000 Northwestern Highway, #200
Farmington Hills, MI
48334

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