SPENCER FINANCIAL STRATEGIES has selected Fidelity Clearing & Custody Solutions (FCCS) and its broker dealer National Financial Services LLC (NFS) as its clearing firm since January 2018.
Fidelity Clearing & Custody Solutions is owned by Fidelity Management Trust Company (FMTC).
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Learn More
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Learn More
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Learn More