A wellspring is "an original and bountiful source" and that is what we want to be for you. Whether you've never worked with a financial advisor before or you're feeling it's time to be in a financial advisory relationship that really works for you, our approach just might be what you’ve been looking for. The better the conversations, the more confident you'll be about your decisions.
** BehaviorGap.com illustrations used with permission/Carl Richards, The Sketch Guy
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Couples may be able to head off many of the problems in a marriage that money can cause.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Taking regular, periodic withdrawals during retirement can be quite problematic.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.