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.
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Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Gaining a better understanding of municipal bonds makes more sense than ever.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
It's important to understand how inflation is reported and how it can affect investments.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
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.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Three things to consider before dipping into retirement savings to pay for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding the cycle of investing may help you avoid easy pitfalls.
When do you need a will? The answer is easy: right now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.