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

 

Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

Bitcoin 101

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Cash Flow?

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Your DNA Test

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.

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

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