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Practical Insights from the Spectrum Team

The easiest way to get objective, expert perspectives on today’s most pressing financial topics.

RECENT INSIGHTS
Financial Literacy Tax Planning
BY Spectrum Wealth Management | May 17, 2022

Key Tax Numbers for 2022

Tax planning is an essential part of managing personal finance and wealth. Here is a reference guide to important tax […]

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From The Wall Street Journal: The Last-Minute Retirement Plan Moves That Can Cut Your Tax Bill
Financial Planning Issues to Consider for a Child with Special Needs

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Explore Our Insights

Financial Literacy Tax Planning
BY Spectrum Wealth Management | May 17, 2022

Key Tax Numbers for 2022

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Tax Planning Work Optional Lifestyle
BY Spectrum Wealth Management | Mar 30, 2023

From The Wall Street Journal: The Last-Minute Retirement Plan Moves That Can Cut Your Tax Bill

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Financial Literacy Gifts + Estate Planning Lifestyle + Wellness
BY Spectrum Wealth Management | Mar 30, 2023

Financial Planning Issues to Consider for a Child with Special Needs

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Lifestyle + Wellness
BY Spectrum Wealth Management | Mar 29, 2023

From The Wall Street Journal: For Long-Term Health and Happiness, Marriage Still Matters

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Weekly Market Insights
BY Spectrum Wealth Management | Mar 28, 2023

Weekly Market Insights March 27, 2023: Mixed Message Provokes Volatility

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Timely Financial News
BY Spectrum Wealth Management | Mar 28, 2023

From The Wall Street Journal: How Seasonality Affects Our View of Inflation and Jobs, as Explained with Hot Dogs

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Financial Literacy Gifts + Estate Planning Work Optional Lifestyle
BY Spectrum Wealth Management | Mar 27, 2023

From Investopedia: How to Talk to Your Kids About Your Retirement Years

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Timely Financial News

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