(860) 264-1111 info@spurstone.com Client Portal Our Story Our Services Our 10Ex Audit Our Blogs/Videos Our Events Connect With Us Whitepapers 10 Costly Executive Compensation Mistakes You’ll Want to Avoid Examine some common executive-compensation blunders and how to avoid and solve these issues. 2021 Tax Planning This guide explores where your tax dollars go and some of the ways tax filing may look different in 2021. Take Charge of Your 401K Great insights on how to avoid common (and expensive) mistakes and learn how to use your 401(k) as a tool to help with your retirement preparations. Women & Investing A guidebook of resources for women who are seeking perspectives on how to take control of their financial lives. Unlocking the Treasures to Financial Wellness A guide to creating personal and financial wellness. The first step is knowledge. Knowledge is power, the power to build robust financial health. 8 Timeless Principles of Investing Many factors can influence the performance of your investments. Use this guide to help you focus on what you can control. 59 ½ - Why is this age so important? This guide explores your retirement choices, your healthcare concerns, and how to move vibrantly into those golden years. 2020 Tax Planning Helpful insights on how to prepare for the 2020 Tax season. The Secure Act An overview of The SECURE Act passed at the end of 2019. Working with a financial professional is key to determining whether the SECURE Act legislation will change your financial strategy going forward. Pullbacks, Corrections & Bear Markets It’s natural to question your investment strategy when the market gets rocky. Here are some insights from the perspective of a financial professional; these steps might help you stay calm and focused. Contact Office: (860) 264-1111 12 Scovil Road Higganum, CT 06441 info@spurstone.com We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. *The 10Ex Executive Wealth Audit risk-free process does not guarantee performance of any investment or growth of any assets. The 10Ex guarantee seeks value creation through tax mitigation, creative financial planning strategies, savings in professional fees, insurance premiums, etc. that Spurstone reviews for the client as part of the 10Ex Executive Wealth Audit process. Spurstone Advisory Services, LLC, d/b/a Spurstone is a registered investment adviser offering advisory services in the State of Connecticut and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Spurstone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Spurstone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment/financial strategy or plan will produce the desired outcome. Copyright 2019 FMG Suite. Tools