
Keep an Eye Out for IRS-Related Scams
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As
*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 IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As
The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more than 19.4%.1 The
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most
IMPORTANT DISCLOSURES Wellspring Financial Partners ®, LLC does not provide tax or legal advice. The information presented here is not
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to
The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more than 19.4%.1 The S&P 500, which includes stocks
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most Americans are protected by the
IMPORTANT DISCLOSURES Wellspring Financial Partners ®, LLC does not provide tax or legal advice. The information presented here is not specific to any individual’s personal
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As
The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more than 19.4%.1 The
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most
IMPORTANT DISCLOSURES Wellspring Financial Partners ®, LLC does not provide tax or legal advice. The information presented here is not
Licensed to practice in every state, it is the distinct honor of Wellspring Financial Partners to serve clients in 30 states throughout America. With our CERTIFIED FINANCIAL PLANNER® professionals located in both Arizona and Utah, contact us today about connecting with one of our CFP® Professionals to discover the peace and empowerment that comes from having a realistic, unique-to-you, highly personalized Financial Plan in place to provide for you and your loved ones.
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.
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