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Spelts Wealth Management, Inc. - Chico, CA

 
No One Strategy Our About Us Tailored

Dedicated

One of our primary goals is to develop a long-term, trusting relationship with you.

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Independent

One of the things that makes us more effective as financial advisors is our independence.

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Practical

Let us simplify your life. Real-world insights and understanding that can help you better define your financial objectives.

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Understanding Today's Financial Environment

Welcome, I’m Mark Spelts, a financial advisor in Chico, California. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.

As a professional I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life. I service greater Butte, Glenn, Tehama and Colusa counties.

901 Bruce Road, Suite 160 • Chico, CA 95928

Phone (530) 891-0717 • mark@speltswm.com

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Budgeting After a Divorce

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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

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Your Emergency Fund: How Much Is Enough?

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TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Apps that help small business owners better manage and grow their business.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Rightsizing for Retirement

What does your home really cost?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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