*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 coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. The
In 2020, a record number of 18- to 29-year-olds lived at home with their parents. In July, 52% of young
The coronavirus pandemic has strained the finances of many U.S. households. In an August 2020 survey, 25% of adults said
Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it’s
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction,
The coronavirus pandemic has completely changed the corporate landscape. Many companies have transitioned to having a majority of their employees
As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here
“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Market
Source: U.S. Bureau of Labor Statistics and U.S. Bureau of Economic Analysis,
Does your plan require an annual audit? If your eligible participant count
The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. The provision specifically states, “A plan
In 2020, a record number of 18- to 29-year-olds lived at home with their parents. In July, 52% of young adults were living at home,
The coronavirus pandemic has strained the finances of many U.S. households. In an August 2020 survey, 25% of adults said someone in their household had
Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it’s possible this trend may continue,
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
The coronavirus pandemic has completely changed the corporate landscape. Many companies have transitioned to having a majority of their employees work from home. As a
As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here are common money mistakes to
“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Market losses on the front end
Source: U.S. Bureau of Labor Statistics and U.S. Bureau of Economic Analysis, 2020 (data for the period
Does your plan require an annual audit? If your eligible participant count (including terminated employees who maintain
The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. The
In 2020, a record number of 18- to 29-year-olds lived at home with their parents. In July, 52% of young
The coronavirus pandemic has strained the finances of many U.S. households. In an August 2020 survey, 25% of adults said
Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it’s
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction,
The coronavirus pandemic has completely changed the corporate landscape. Many companies have transitioned to having a majority of their employees
As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here
“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Market
Source: U.S. Bureau of Labor Statistics and U.S. Bureau of Economic Analysis,
Does your plan require an annual audit? If your eligible participant count
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:
