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.
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
What can be learned from the savings rate?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Ascertaining the value of your business is important for a variety of reasons.
A quick look at how federal income taxes work.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Knowing the rules may help you decide when to start benefits.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Do you have causes that you want to support with donations? Here are three tips.
What does your home really cost?