Wellspring Financial Advisory PartnersDivider

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

Global and International Funds Are Alternative Investments Right for You? The Good Ship IPO The Business Cycle

    A wellspring is "an original and bountiful source" and that is what we strive to be for you as we help you manage your financial life. 

  • Are you a woman managing your finances on your own?
  • Even with a spouse or significant other, are you handling your family's finances either by design or by default?
  • Are you a couple already enjoying or looking to plan for your retirement?

    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 truly meets your needs, we just might be what you’ve been looking for.



 

Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

How Income Taxes Work

A quick look at how federal income taxes work.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Tax Management Strategies

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

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

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

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Rightsizing for Retirement

What does your home really cost?

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