Wellspring is dedicated to serving the investment management, income and financial planning needs of single, widowed and divorced women, and women who have primary responsibility for managing family finances, as well as couples who are enjoying or looking to plan for their retirement.
Is an SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A few strategies that may help you prepare for the cost of higher education.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Simple steps may help you foil hackers and protect your privacy.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential capital gains taxes due on your transactions.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are nearly 1,200 ETFs available. Should you invest in them?
Learning more about gold, and its history, may help you answer that question.
Here are five facts about Social Security that might surprise you.
Recent changes in estate tax laws could affect the strategy you have in place.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.