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
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
It's important to make sure your retirement strategy anticipates health-care expenses.
How long does a $20 bill last?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
A change in your mindset during retirement may drive changes to your portfolio.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Are you ready for retirement? Here are five words you should consider.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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.
What does your home really cost?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.