Spinello Wealth Management

07/13/2026

“Many thousands of Costco’s U.S. hourly workers have over $1 million in their 401(k) accounts“
- Gary Millerchip, Costco’s CFO

Treat your people right and they’ll take care of your business

Long-tenured workers like cashier Tony Barzar are reliable, experienced and able to speed shoppers through a checkout line. Costco is willing to pay to keep them around.

05/14/2026

Working with an Advisor can improve anywhere between 36% to 212% higher net worth, depending on the length of the relationship and the beginning value.

- SmartAsset's 2025 study

This short video helps explain why markets can be as unpredictable as the weather.

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.