Spark Financial

12/08/2025

Check out this insightful Forbes article: Parents need better ways to transfer wealth to children and effectively grow that money in the most tax-efficient manner

Parents need better ways to transfer wealth to children and effectively grow that money in the most tax-efficient manner possible.

12/01/2025

There’s this thing called a retirement income gap. It’s when your retirement income isn't enough to cover the cost of living when you're ready to retire. Think of the retirement gap as your nemesis: it may prevent you from fully retiring or weaken your retirement. Speak with a financial professional today to make a plan for your retirement that won't be full of the unexpected.

11/24/2025

Check out this insightful article. And let's discuss your goals for retirement.

Are you worried you will outlive your money in retirement? Taking these eight tips into consideration can go a long way toward ensuring your retirement money lasts as long as you do.

11/24/2025

If you are overextended in supporting children, you are not alone.

If you'd like to discuss a comprehensive financial strategy that aligns with your goals, please reach out.

Six in 10 parents said they have gone into debt to provide for their children, and they are more likely to neglect their physical and mental health than parents without debt.

08/05/2025

Some parents mourn their kids growing up and moving out. Others are excited for the next phase of life. What does "empty nester" really mean in 2025?

07/29/2025

Are you on track to reach your financial goals? Let's connect.

Ignoring any of these five essential financial pillars could put your future at risk. Take a moment to make sure you haven't overlooked anything.

07/22/2025

How healthy is your financial strategy for retirement?

There's no crystal ball for retirement planning, but the closest thing could be to consider the key risks you'll face in retirement and build a plan around them.

07/15/2025

Keeping too much cash in your checking account might seem safe, but it could be costing you in missed opportunities. Have questions? Let's connect to discuss your strategy.

Keeping too much cash in your checking account might seem safe, but it could be costing you in missed opportunities.

07/11/2025

The average net worth for people in their 20s is $113,084, and the median is $7,638, according to a 2024 analysis by Empower. Keys to building net worth include spending wisely, paying off debt, and investing.

How does your financial situation compare to other people in their 20s?

07/11/2025

Interesting article: "Your will and estate plan should leave your heirs feeling loved. An expert weighs in on how to avoid family feuds after you're gone."

Your will and estate plan should leave your heirs feeling loved. An expert weighs in on how to avoid family feuds after you're gone.

01/31/2025

Retirement planning is often compared to climbing a mountain, with the ascent phase and the descent phase both being crucial stages.

You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do wonders to help your savings last.

01/30/2025

Are you saving enough to live comfortably in retirement? Let's connect about your financial goals.

Are you saving enough to live comfortably in retirement? Here are the steps you can take now to find out if you're on track or need to adjust your savings.