*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.
An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The
The qualified default investment alternative (“QDIA”) is arguably the most important in a plan’s investment menu. By far the most
The average age for claiming Social Security retirement benefits has been
Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive
In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies in
Investment refresh is an optional extension to automatic enrollment whereby participants would be notified that, as of a certain date,
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together —that
If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll
Global population is projected to peak at 9.7 billion in 2064 and decline to 8.8 billion by the end of
An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility.
An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is
The qualified default investment alternative (“QDIA”) is arguably the most important in a plan’s investment menu. By far the most often selected QDIA investment is
The average age for claiming Social Security retirement benefits has been steadily rising. Older Americans are
Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive side of this situation is
In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies in 1997 and seven in 2016.1
Investment refresh is an optional extension to automatic enrollment whereby participants would be notified that, as of a certain date, their current investment allocation will
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together —that includes getting your hands on
If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While
Global population is projected to peak at 9.7 billion in 2064 and decline to 8.8 billion by the end of the century, according to a
An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility. Beginning the year with an
An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The
The qualified default investment alternative (“QDIA”) is arguably the most important in a plan’s investment menu. By far the most
The average age for claiming Social Security retirement benefits has been
Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive
In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies in
Investment refresh is an optional extension to automatic enrollment whereby participants would be notified that, as of a certain date,
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together —that
If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll
Global population is projected to peak at 9.7 billion in 2064 and decline to 8.8 billion by the end of
An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility.
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:
