A wellspring is "an original and bountiful source" and that is what we want to be for you. 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, our approach just might be what you’ve been looking for. The better the conversations, the more confident you'll be about your decisions.
** BehaviorGap.com illustrations used with permission/Carl Richards, The Sketch Guy
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Knowing the rules may help you decide when to start benefits.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Investors seeking world investments can choose between global and international funds. What's the difference?
Are you ready for retirement? Here are five words you should consider.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.