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.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
A change in your mindset during retirement may drive changes to your portfolio.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Learn how to harness the power of compound interest for your investments.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.