Spark Financial Advisors Articles

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

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

Never worked with a fiduciary Fee-Only financial planner before? That's not unusual, there frankly aren't that many of us. We work with many clients who have never worked with a financial planner and aren’t sure what to expect. Here's a high level overview of what...

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...

Simple Steps To Thrive During A Crisis

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