Joseph W. Spada, CFP®
Summit Financial
4 Campus Drive
Parsippany, NJ 07054
Main Phone: 973-285-3600
Direct Phone: 973-285-4571
Direct Fax: 973-285-7401
Email: jspada@sfr1.com
Press
00. Marketwatch Press Release – Joseph W. Spada 2023 Leading Financial Advisor.
02. Forbes.com article I wrote on tax-smart investing.
04. Wall Street Journal Article with my comments on wealth transfer planning using carried interest and trusts.
05. Barron’s cover story where I explain the income tax deferral benefits of annuities.
06. New York Times article with my advice on how investors can safeguard their assets.- 07. Wall Street Journal article explaining why your trust may need a tune up.
- 09. New York Times article with my comments on what the new tax law will really mean.
10. Bloomberg article with my advice on ROTH IRA’s.- 11. Press Release/ Joseph W. Spada 2022 Leading Financial Advisor.
- 12. Wall Street Journal article with information about the new $5M estate tax break.
13. USA Today article with my insight on retirement and IRA planning.
14. Worth magazine column I wrote on real estate and estate planning.- 15. New York Times article with my comments on the tax benefits of life insurance and annuities for retirement income.
- 16. Forbes.com article I authored on potential changes in estate tax law.
- 17. New York Times article with my comments on the dangers of rushing into gold and treasuries.
- 18. Bernards-Ridge Connection article I wrote about what investors can do to regain control of their finances.
- 19. Bloomberg article with my views on how to reduce income taxes.
20. Good Housekeeping magazine with my commentary on mortgage financing.- 21. New York Times article with my advice on tax planning.
- 22. Wall Street Journal article describing benefits of keeping your life insurance.
- 23. Trenton Times article I authored about the importance of designating a health-care proxy.
- 24. Wall Street Journal Q&A with me on how women can take control of their finances.
25. Daily Finance article with my insight on ETF's.
26. Bankrate.com article featuring my advice on how to save in the current market.- 27. New York Times article with my comments on investor concerns.
- 28. Worth magazine with my insight on new investor paradigm since 2008.
29. Boston Globe column with my views on investor sentiment.
30. Fox News piece with my advice to investors coming into large sums of money.
31. Consumer Reports Money Adviser article with my comments on ways to prevent home foreclosures.- 32. SavingforCollege.com article where I discuss pros and cons of UGMA vs. 529 plans.
- 33. NJ Life magazine article I wrote on asset protection planning.
- 34. Financial Advisor article including my comments on private placement insurance contracts and hedge funds.
- 35. Forbes.com article I authored on how financial advisors can protect clients from ponzi schemes.
- 36. Wall Street Journal article with my views on fixed income investments.