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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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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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How the Federal Reserve Works

How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
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Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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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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