Spinello Wealth Management

02/15/2026

Perfect morning for some fresh air!

The Kiwanis - Achieva VIRTUAL and LIVE Adventure Runs is on Sunday February 15, 2026. It includes the following events: LIVE 5K Run, LIVE 8K (5 mile) Run, VIRTUAL 8K (5 mile), and VIRTUAL 5K Run.

02/05/2026

Do you follow Spinello Wealth Management and the Kiwanis Club of Dunedin? You may be able to get a FREE race position. Share this with your friends to find out how!

Beaches and Trails. 8 AM start time. Sunday, 15 FEB.
Coolest run around.

Proud to be a part of this incredible group of people and support the next generation.

The Kiwanis - Achieva VIRTUAL and LIVE Adventure Runs is on Sunday February 15, 2026. It includes the following events: LIVE 5K Run, LIVE 8K (5 mile) Run, VIRTUAL 8K (5 mile), and VIRTUAL 5K Run.

11/20/2025

Purposeful “Check-Ups”
- Church: Soul check
- Annual physical: Health check
- Gym:Fitness check
- Auto: oil changes & rotations
- Celebrations: family & friends
- CPA: tax season
- Organize assets - ???

https://www.spinellowealth.com/resource-center/lifestyle/lets-chat

It’s never a bad time to speak with your financial professional about changes in your situation.

11/07/2025

𝐈𝐭'𝐬 𝐞𝐚𝐬𝐲 𝐭𝐨 𝐥𝐞𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 𝐚𝐜𝐜𝐮𝐦𝐮𝐥𝐚𝐭𝐞 𝐥𝐢𝐤𝐞 𝐨𝐥𝐝 𝐫𝐞𝐜𝐞𝐢𝐩𝐭𝐬 𝐢𝐧 𝐚 𝐣𝐮𝐧𝐤 𝐝𝐫𝐚𝐰𝐞𝐫.

https://www.spinellowealth.com/resource-center/investment/the-junk-drawer-approach-to-investing

It's easy to let investments accumulate like old receipts in a junk drawer.

08/21/2025

Community in Mind!

This month, Do and I met the newest AmSkills Bootcamp class. What an inspiring group!

AmSkills, Inc., Inc., Inc. is more than training for manufacturing careers — it’s real certifications, hands-on learning, and life skills that change futures.

Big thanks to Tom Mudano & Brooke Baily for letting us play a small part in there education and see the impact you’re making every day!

07/21/2025

Uncle Sam doesn't give a lot of gifts, but if you're a high earner, a Roth option in your 401k is one of them. How do your numbers calculate?

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

07/21/2025

Good times. Good people. Good cause!

Let’s go!

07/10/2025

Investing isn’t just about growth—it’s about ownership.
Smart asset allocation drives performance, and a savvy tax strategy supercharges your results over the long haul.

Your time and risk tolerance play a part in your retirement planning, and asset allocation can help by adjusting your investment risk to accommodate both.

07/07/2025

Great time with great people!

07/07/2025

Bowled Over!

Had a great time participating Clearwater Free Clinic's Annual "Pins for Patients" fund raiser earlier this month.

Incredible organization helping those in-need get the proper medical support they need.

Had fun representing Leadership Pinellas' Class or 2024 with this rag tag crew w/ our sponsor Richie Koster, Realtor, Maria Christiano (not photo'd), Kevin McCall, Heather. McCall (filling for Nick Lazaris), Ryan Adelberg (not photo'd), & Bry Fro

06/15/2025

This case is a glaring example of the challenges for families to plan for special needs children.

It’s doubtful a movie with Leo DeCaprio will ever be made about this, but the victims are helpless to properly recover from the crime they suffered.

The embattled craft beer brewer has filed for Chapter 11 bankruptcy reorganization, one week after a multimillion-dollar judgment was ordered in a high-profile, related bankruptcy case.