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Steve Spivey

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  • Steve Spivey
    17636 State Road 23, Ste 100 South Bend, IN 46635-1719 T: 574.968.1060 F: 574.271.0901
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Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Read
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The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
View
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re planning to use y...
Family & Lifestyle
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put off saving for something that se...
Markets & Investing
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider all the investment opti...
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamlessly work together to help you ...
Markets & Investing

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  • Steve Spivey
  • 17636 State Road 23, Ste 100 South Bend, IN 46635-1719
  • T 574.968.1060
  • F 574.271.0901
  • Map & Directions
  • Map & Directions

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