Skip to content
Menu
Home
Retirement Wisdom Blog
Your Team
Your Team
Accolades
Samuel W. Spanos
Todd C. Todorich
Robert M. Lewis
Gennaro A. "Jerry" Marsico
Mark O'Leary
Kathleen M. Manickas
Vickie Bobchak
Tracy Starkweather
Stephen A. Kimmel
Russell Werme III
Spanos Retirement Advisory Group
About Raymond James
Our Clients
Our Clients
401(k) Plans
Business Owners
Corporate Executives
Corporate Retirement Plans
Endowments & Foundations
Families and Individuals
Institutional
Non-Profits
Professionals
Private Wealth
Pre-Retirees
Retirees
Women
Working With Us
Working With Us
Client Experience
Investment Philosophy
Portfolio Construction
Investment Strategies
Services
Services
Estate, Charitable Giving & Trust
Videos/Webinar Library
Videos/Webinar Library
Client Access Videos
Learn More About Our Team
Upcoming Webinars and Replays
Contact Us
Contact Us
Favorable Introductions
Client Center
Client Center
Calculators
Resources
Resources
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your team
WorthWhile
Client Events
Book - Replacing Your Paycheck
Book - Financial Therapy
Community Support
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Beaver, PA-3JG
1069 3rd St
Beaver, PA 15009-2034
T: 724.371.2001
TF: 844.545.2259
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Estate & Giving
Family & Lifestyle
Markets & Investing
Retirement & Longevity
Tax Planning
Media
Article
Infographic
Newsletter
You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
Read
Business Ownership
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
Read
Tax Planning
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
Read
Markets & Investing
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
Read
Family & Lifestyle
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Read
Estate & Giving
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
Read
Family & Lifestyle
Financial resolutions for 2025
Start the new year right by reviewing and revamping your financial plan.
Read
Retirement & Longevity
The balancing act of income and net worth
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Read
Family & Lifestyle
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Read
Family & Lifestyle
Infographic: Find the words to connect with your loved ones
8 questions to ask your family during the holiday season.
View
Family & Lifestyle
The 10-year rule for retirement accounts: How new guidelines could impact your IRA beneficiaries
The SECURE Act’s 10-year rule for retirement account beneficiaries is ready for implementation. See how it could impact your wealth and wealth transfer plans.
Read
Retirement & Longevity
Load more
Load more
This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences
Decline all
Accept all