Spark Financial Advisors Articles

5 Challenges Successful Business Owners Face

5 Challenges Successful Business Owners Face

You’ve done what seems impossible to others. You started a business, built it up, and now things are clicking along. There are still challenges (that’s what keeps it interesting) but you know you need to focus some of your energy on your personal financial picture....

Women in Leadership: Leading Authentically

Women in Leadership: Leading Authentically

Let’s be honest, you’re really good at your job. You wouldn’t have gotten to where you are if you weren’t. That doesn’t mean it’s been easy. You’ve likely dealt with conflicting expectations more often than your co-workers, handled competing demands at work and at...

What To Do With A Concentrated Stock Position

What To Do With A Concentrated Stock Position

Photo by rawpixel.com from Pexels Back in 2007 I worked for a large bank. One of my co-workers was a long-time bank employee - he had been through many mergers and he really believed in the capabilities and future success of the bank. One day he told me...

What’s it like to work with a financial planner?

What’s it like to work with a financial planner?

Have you ever worked with a Fee-Only financial planner before? You’re not alone if you answered “no” to that question. We work with many clients who have never worked with a financial planner and aren’t sure what to expect. Let's dive into the details to...

5 Estate Planning Tips For Unmarried Partners

5 Estate Planning Tips For Unmarried Partners

Are you in a committed relationship but not married? You have some unique planning considerations when it comes to retirement and estate planning. Let’s go through 5 “must-haves” to protect your partner. (This is not legal advice.) 1. Retirement Account...

7 Tips for Dominating Your 401k Plan

7 Tips for Dominating Your 401k Plan

Lauren sits down with Greg Phelps at the Wealth Summit. In this session, she goes deep into 401k land -- covering everything you need to know about: Maxing out your savings (and how to get there) Keeping more of your money (hint: it has to do...

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