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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.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Currency has been around for a long time. Here’s a quick history lesson.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Have you found yourself suddenly single? Here are 3 steps to take right now.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Making the most of surprises is a great reason to work with us.
Have you explored all your options when it comes to managing your taxable income?
Do you know how to set up your financial goals for success? This knight does.
Here’s a crash course on saving for college.