Wellspring Financial Advisory Partners

    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

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

My Retirement Savings

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

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.

Investment Strategies for Retirement

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

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

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