Wellspring Financial Advisory PartnersDivider

 
Nancy Fellinger CFP®
1 Old Mill Lane
Simsbury, CT 06070

A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate The Richest Man in Babylon What Smart Investors Know

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.

 

Helpful Content

Is an SEP-IRA Right for Your Business?

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

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Put It in a Letter

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

 

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

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.

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

What If You Get Audited?

The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Other Sure Thing

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.

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