You want unbiased financial guidance, where your interests always come first.
You want an advisor who will serve you in accordance with the fiduciary standard.
You want financial guidance that is designed around your specific needs, values and motivations and not one-size fits all.
You want an advisor who answers to you and you alone, not an insurance company, not a bank, not a Wall Street brokerage or wealth management company.
A wellspring is "an original and bountiful source" and that is what I want to be for you. Your goals and priorities are just that – they’re yours. Not mine, and not what a prominent “financial expert” tells you they should be. My role is to help you find a way to balance what you want with what you have and to figure out how to make that work for you. I’ll guide you through the trade-offs that come with choices, so you’ll be in a position to discover for yourself what makes the most sense for you, for your life and your values.
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, you just may have found the approach you’ve been looking for.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Being healthy not only makes you feel good, it may also help you financially.
Simple steps may help you foil hackers and protect your privacy.
What can be learned from the savings rate?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
One way to find money is to examine your current spending habits and eliminate money wasters.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Here are five facts about Social Security that might surprise you.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Three things to consider before dipping into retirement savings to pay for college.
What are your options for investing in emerging markets?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If you died, what would happen to your email archives, social profiles and online accounts?