*Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility
In our research, late deposit of contributions is a frequent error made by plan sponsors and is a key priority
Nowadays, it’s easier than ever to get caught up in the cycle of credit card debt. In fact, it’s become
It’s a common problem for many individuals — wondering exactly where your paycheck goes each month. After paying expenses, such
No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a
Every three years, the Federal Reserve sponsors the Survey of Consumer Finances (SCF), which collects information on the financial state
If you earned a government pension from a job not subject to Social Security tax withholding (“noncovered employment”) and are
If you’re thinking about working as long as possible to increase your retirement savings, you may be wondering whether you
529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth
Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and
The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility under ERISA Section 404(a). However,
In our research, late deposit of contributions is a frequent error made by plan sponsors and is a key priority of the Department of Labor
Nowadays, it’s easier than ever to get caught up in the cycle of credit card debt. In fact, it’s become a growing problem for many
It’s a common problem for many individuals — wondering exactly where your paycheck goes each month. After paying expenses, such as your mortgage, utilities, and
No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four
Every three years, the Federal Reserve sponsors the Survey of Consumer Finances (SCF), which collects information on the financial state of U.S. households. The survey
If you earned a government pension from a job not subject to Social Security tax withholding (“noncovered employment”) and are also eligible for Social Security
If you’re thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social Security retirement
529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year
Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly
The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility
In our research, late deposit of contributions is a frequent error made by plan sponsors and is a key priority
Nowadays, it’s easier than ever to get caught up in the cycle of credit card debt. In fact, it’s become
It’s a common problem for many individuals — wondering exactly where your paycheck goes each month. After paying expenses, such
No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a
Every three years, the Federal Reserve sponsors the Survey of Consumer Finances (SCF), which collects information on the financial state
If you earned a government pension from a job not subject to Social Security tax withholding (“noncovered employment”) and are
If you’re thinking about working as long as possible to increase your retirement savings, you may be wondering whether you
529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth
Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and
Wellspring Financial Partners
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Monday – Friday:
8:00am-4:30pm
520-327-1019
1-844-203-2402
contact@wellspringfp.com
wellspringfinancialpartners.com
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Salt Lake City, UT
Monday – Friday:
8:00am-4:30pm
1-844-203-2402
contact@wellspringfp.com
http://wellspringfin.wpenginepowered.com
Saturday February 1st 10:00 – 12:00 PM MST
– or –
Tuesday February 4th 10:00 – 12:00 PM MST
Hear from your CERTIFIED FINANCIAL PLANNER® on:
