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29 St John Street, Goshen, NY 10924

845-220-2080
noel@spencerretirement.com
ACCOUNT ACCESS

I help loved ones talk about their future goals and their life adventures

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I help people plan the road ahead with an eye on the bigger picture.

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I help people talk about money and their dreams.

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I can help you and your family, and friends.

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Wealth management designed for your life

Wealth management designed for your life

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.


     Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Fund Compare

Fund Compare

Compare how your funds are performing.

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The Rule of 72

The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
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Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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The Power of Compound Interest

The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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How Much Do You Know About Investing?

Call me at (845) 220-2080. These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

     Explore Resources by Topic

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Tax

Managing your money involves more than simply making and following a budget.

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Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

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Have a Question?

Reach out to us, and we can prepare a strategy for you.

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Take Steps Today to Manage Your Estate Tomorrow

In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.
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