Bryon K. Spicer, Wealth Advisor • (937) 426-3836 • www.spicerwealth.com

News from the Office™

Volume VIII, Issue 5

Spicer Wealth Management2655 Commons Blvd., Suite 110

Beavercreek, OH 45431 Phone: 937-426-3836

www.spicerwealth.com

Bryon K. SpicerWealth Advisor

Plop-Plop, Fizz-Fizz, Oh What a Relief It Is!! Tax season is finally over

and boy is Bryon relieved! Many clients take ad-vantage of Bryon’s complete tax preparation service and it’s very ‘taxing’ on the staff (ha, ha), but they sure do get a kick out of visiting with everyone! Let’s relax til next year!

It’s a bird, It’s a Plane, It’s…Bryon on TV!! I couldn’t believe my eyes when I turned on the TV recently and spotted Bryon on the WDTN Living Dayton TV show. WDTN Host Shaun Kraisman inter-viewed Bryon for a spot focusing on “Financial Tips” in conjunction with March Madness. Then, on April 2nd, he discussed “Kids and their Allowance” with host Katie Kenny. On April 13, Shaun inter-viewed him again, this time with the topic “Last Minute Tax Tips”. “Spring Cleaning your Finances” will be the topic of the April 27th interview. Hurry on over to Bryon’s website, www.SpicerWealth.com and see the interviews for yourself, they’re posted under the Media tab. (Warning: Only

good reviews will be accepted, ha-ha!) The hustle and bustle on the set of a live TV show is an interesting experience , for sure. Bryon had no time to relax on the set before he heard “1-2-3...You’re On”! He should be used to hustle & bustle, right? After all, he’s mar-ried to Kay!!

It’s Cottage-Time! New photos of all the completed outside work are coming! Stay tuned!

Spring has finally sprung and Dick and Kathy are on a treasure hunt! While they aren’t out joy-riding

in their silver convertible just yet, they are sorting through 72 years’ worth of Dick’s parents’ treasures and home stuffs. Dick’s folks have finally been moved into Oak-wood Village, an indepen-dent living facility in Spring-field, and cleaning, sorting and packing have taken on a life of their own. The new bedroom furniture, living room and a 55” flat screen has helped them make the adjustment and we hear they are registered for three outing over the next two weeks. Actually, get-ting them moved in was the easy part, getting the house ready for the market will be a huge task!

Thank goodness Kathy’s flowers are mostly of the perennial sort as she hasn’t been able to tend to her flowers at all. In fact, she hired a few helping hands to do the mulching and spring clean-up. And, as a big surprise to Dick, she even made arrangement for a lawn service to come each week and mow the grass for the first couple months of sea-son. What a relief, Dick just couldn’t handle one more ball in the air.

With visions of pizza pies dancing in his head, Michael is eating, sleeping and breathing pizza as he continues construction on his new pizza shop. Slowly but surely he is making progress with help from family and friends. Mom put on her gloves and painted the ceiling tiles and did some cleaning, while Dad provided trucking services! Uncle Duane got the gilded helper award for hauling Michael’s new 4-teired Baguette Pizza Oven from across the state. The oven is a dream come true for Michael…let’s see if we can taste the difference an oven makes!!

Bryon Kathy

The sun was warm but the wind was chill.You know how it is with an April day.When the sun is out and the wind is still,You’re one month on in the middle of May.But if you so much as dare to speak,a cloud come over the sunlit arch,And wind comes off a frozen peak,And you’re two months back in the middle of March. -Rober t Fros t

Bryon K. Spicer, Wealth Advisor • (937) 426-3836 • www.spicerwealth.com

Wishes do come true, just ask Collin! After a trip to Florida with his parents, Anna’s husband surprised everyone when he waltzed home with a few lizards for

Collin. All is not well, though, since Collin won’t even touch them! Wow, we’ll have to stay tuned to see if he blossoms into a good pet-parent.

Meanwhile, family fun was in bloom as Anna’s crew joined family for an Easter dinner and egg hunt. Niece, Alana, was the hostess with the moist-est, as she took her first turn as family event hostess. She proudly showed off her new place while her two Great Dane’s chased all the kiddies around during the egg hunt. Their pleasant holiday wrapped up with dinner and a movie at Nana’s. Err, well, the kiddos watched the movie while Nana napped. Shhhh, we’ll never tell!!

Spring rains blew in lots of showers which have put a damper on the boys’ baseball practice but they are gearing up for the season

anyway. Collin wasn’t so excited that he was signed up for baseball until he saw his soccer teammates at the diamond. Whew…now he is ready to ‘play ball’! Spring also brought a very nice surprise for Sidney as she was invited to join the National Honor Society! Hard work sure does pay off and we are proud of this great accomplishment! Way to go, Sidney!

Anna They say there is ‘no such thing as a free lunch’…however they didn’t say anything about

a FREE SUMMER! Miss Megan has the light at the end of the tunnel in sight and will be sprung from scholastic jail in no time. To say she is

ready to be done with exams, home-work, tests and projects is an understatement. She’ll have the summer off and can’t wait for 4 months of lazy, summer days. Let’s not get too carried away, she’s bumping up her hours at Spicer Wealth to full-time. Although she won’t be able to sleep in late, she’ll have lots

of free time to visit with her sorority sisters! Hmmmm, I wonder what kinda fun they’ll get into? I’ll keep all my little birdies on this unfolding story!

Heater is dancing a jig and with good reason!

Reports say Bryon will be throwing out the first pitch at the Dayton Dragons game on June 19th and he wants everyone to come and see him shine! If you haven’t called for your tickets yet, what are you waiting for?! Call today for a reservation and join us for one of the most popular Spicer Wealth events around. Kick off your night with a few dogs and chili at Skyline Chili in Beavercreek, then relax as you are driven right to the stadium door on a private motor coach. Mark your calendars for June 19th and call today for tickets-- 937-426-3836. Shoot, you can even dance a jig if you want!

Dayton Dragon’s

GameJune 19th

You’ll find yourself doubled over in fits of laughter when

comedians Drew Hastings and Jack Wilson come to town July 18th. Hosting their Third Annual Comedy Night and Dinner at the Mandalay Banquet Center, Bryon and Kay invite you to bring your friends and join them for dinner and a few laughs. Having appeared on Jay Leno over the years, Drew is a veteran standup comedian who performs all around the country. In a landslide, Drew was elected Mayor of Hillsboro,

OH and is outspoken, serious, politically incorrect, and passionate about economic development. Jack Wilson was the mayor of Fairborn, OH and has entertained us for sev-eral years.

Call to reserve your seat today!937-426-3836!

Megan

May 1875 – first Kentucky Derby Race.May 1872 – first women nom-inate for President of the USA, Virginia WoodhullMay 1932 – Amelia Earhart

became the first woman to fly a plane solo & nonstop across the Atlantic.May 1853 – Gail Borden received a patent for condensed milkMay 1796 – the first smallpox vaccine was given by Dr. Edward Jenner

M AY

Bring on the grass skirts! Miss Hula-Kathy is gettin’ in the mood for cruisin’ and doesn’t

want you to forget about the upcoming Spicer Wealth Family 2016 Caribbean Cruise! The castaway number has risen to 32 and we don’t want you to be left out when we leave on February 6, 2016 from Puerto Rico and wan-der around the southwest Caribbean visiting Bridgeport, Barbados, St. Lucia, St. John’s, Antigua, St. Maarten and the final stop of St. Thomas returning on February 13, 2016. To secure a cabin call Michael at 1-888-969-4768 ext. 82210 and he will review the different cabins available and their current rate. Think you might like to join us but need a com-panion to fill out the cabin? Give us a call and we will see if we can play match maker. Call Miss Kathy for the details at 937-426-3836—quick, catch her before she dashes off for the beach! Hope to see you in 2016!

Bryon K. Spicer, Wealth Advisor • (937) 426-3836 • www.spicerwealth.com

And They’re Off!!

one and all would be big winners as every-one placed bets on Hot N Shooting to win the 13th race! The whole crew met in the winner’s circle after Hot N Shooting fin-ished with a new lifetime mark and had their picture taken. Can you spot Bryon, Dick and Kathy? Our congratulations go to Harold and David for all their hard work helping this beautiful creature meet his full ability.

If you want an exciting evening you really need to venture south to the Miami Valley Raceway. Bryon, Kay, Dick and Kathy

teamed up with Betty, David and Amy Ward to cheer their new horse, Hot N Shooting, to victory. Harold and Betty are the owners while David and his brother Dennis are the trainers of this special horse, who has already won three of his last four races. Half way through the evening Kay made a mad dash for the slots to see if she could cover Bryon’s losses at the track, but little did she know

ROCKIN’ to the 60’sSeptember 12th

2016 Carribbean Cruise

Bring on the grass skirts! Miss Hula-Kathy is gettin’ in the mood for cruisin’ and doesn’t

want you to forget about the upcoming Spicer Wealth Family 2016 Caribbean Cruise! The castaway number has risen to 32 and we don’t want you to be left out when we leave on February 6, 2016 from Puerto Rico and wan-der around the southwest Caribbean visiting Bridgeport, Barbados, St. Lucia, St. John’s, Antigua, St. Maarten and the final stop of St. Thomas returning on February 13, 2016. To secure a cabin call Michael at 1-888-969-4768 ext. 82210 and he will review the different cabins available and their current rate. Think you might like to join us but need a com-panion to fill out the cabin? Give us a call and we will see if we can play match maker. Call Miss Kathy for the details at 937-426-3836—quick, catch her before she dashes off for the beach! Hope to see you in 2016!

MISS HULA-KATHY CRUSING UPDATES

“Even if you do like to work with figures and your portfolio, you need to ask yourself whether you possess the requisite skills and breadth of knowledge and experience to take advantage of everything that’s available to make the most of your situation. Don’t go it alone.”

(page 35, Spicer, Don’t Get Sacked in Retirement. A Financial Quarterback’s Playbook for Winning the Game)

A Page from the Quarterback’s Playbook:

Twist on over to the Mandalay Banquet

Center on September 12 and enjoy an evening with the Four Aces! Kay cant’ stop dancin’ so Bryon’s hosting another Rockin’ to the 60’s night of music

and fun!! Lace up your dancing shoes and you’ll see ya there! Call 937-426-3836 today!

Bryon K. Spicer, Wealth Advisor • (937) 426-3836 • www.spicerwealth.com

This publication is provided as a courtesy/gift subscription to the clients and friends of:

Bryon K. SpicerSpicer Wealth Management

2655 Commons Blvd., Suite 110 Beavercreek, OH 45431Phone: 937-426-3826www.spicerwealth.com

Questions and comments on the material in this publication should be directed to our consumer affairs hotline via fax: 1-503-218-0557.The goal of News from the Office™ is to provide information to the gen-eral reader on living a more rewarding life through better physical, mental and financial health. This publication is not intended to provide individual-ized advice, which should be sought from licensed professionals such as dentists, physicians, attorneys, and/or accountants.

© 2015 ALL RIGHTS RESERVED.News From The Office™

ISSN 2154-4182

Investment Advisory Services offered through Spicer Wealth Management, an Ohio Registered Investment Adviser. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. Insurance services offered through Seniors Financial Services. Spicer Wealth Management and Seniors Financial Services are not affiliated with GF Investment Services.

The Spicer Wealth Family all came to

believe in fairies after watching a magical performance of Peter Pan at the Wright State Theater recently. “I do believe in fairies, I do believe in fairies” is what the whole audi-ence was chanting as they clapped to help Tinkerbell recover from Captain Hook’s poi-son. Almost one hundred of Bryon’s clients, friends and family convened at the Wright State Playhouse to experience Peter Pan as he teaches the Darling children, Wendy, John and Michael about flight and escorts them to the magical Never Never Land. The boy who won’t grow up, who wreaks his boyish may-hem on his nemesis, the evil Captain Hook, as he saves his lost boys and the Darling children, continues to speak to all of us who fondly remember childhood.

To conclude the evening, Bryon and Kay hosted a delightful dinner at the Holiday Inn and welcomed guest speaker, Joshua Cro-sley of First Trust Portfolios. The ebullient group was kept on the edge of their seat as Joshua’s presentation proposed what he and Chief Economist Brian Wesbury foresee for the economy in the near future. If you missed Joshua’s stimulating presentation, maybe we can persuade Joshua to make an encore performance after the Wright State’s fall presentation of Chicago!

Do You Enjoy Shredding Paper like this Little Guy?!

While we don’t offer cute little babies to help you, why don’t you let Bryon help? If you don’t feel you have the same energy or interest in shredding your own paper, bring it on down! Drag it, carry it, box it, roll it or tote all you have to the office between 9 a.m. – 4:00 p.m. Monday – Thursday or 9 a.m. - 11:00 a.m. on Friday and Anna will do the rest. It’s FREE!

SAVE the DATE! - October 30, 2015

Make plans to join Velma, Roxie and the gang in award winning musical Chicago. Coming to the Wright State Theater in the fall,

Chicago is a satire on the corruption in the world of criminal justice. The second longest running show in Broadway history, Chicago will be sure to please! Call for details today. 1-937-426-3836.

IN Need of Shredding Help?

PETER PAN

Springfield, Ohio is the home of another great, family-friendly baseball team...the Champion City

Kings. A hop and a skip from Dayton, this newly formed team will keep you entertained and won’t break the budget. Check out the local talent and have a hot dog with your friends! Their season swings into session on June 5th against Jamestown. While you there check out their new $200,000 scoreboard!

Champion City Kings