*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 SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as
What if you’re saving as much as you can, but still feel that your retirement savings goal is out of
Many organizations face the problem of increasing employee participation in their retirement plans. Participation is crucial to the success of
Many companies are outsourcing more and more activities, mainly because outsourcing can provide cost savings and increase productivity. Outsourcing allows
Employees worried about their personal finances are less productive, more distracted and are easier targets for poachers. While none of
Each year, the Bureau of Labor Statistics reports on consumer spending patterns. According to the 2019 report, consumers spent an
Would you take on a 30-day challenge to spend money only on necessities such as rent, utilities, and groceries? During
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction,
According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said
Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as part of a larger spending
What if you’re saving as much as you can, but still feel that your retirement savings goal is out of reach? As with many of
Many organizations face the problem of increasing employee participation in their retirement plans. Participation is crucial to the success of the plan, and it improves
Many companies are outsourcing more and more activities, mainly because outsourcing can provide cost savings and increase productivity. Outsourcing allows companies to focus more on
Employees worried about their personal finances are less productive, more distracted and are easier targets for poachers. While none of that is a revelation, a
Each year, the Bureau of Labor Statistics reports on consumer spending patterns. According to the 2019 report, consumers spent an average of $61,224 in 2018.*
Would you take on a 30-day challenge to spend money only on necessities such as rent, utilities, and groceries? During a no-spend month, many common
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.
According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do with
Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing interest has moved it into
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as
What if you’re saving as much as you can, but still feel that your retirement savings goal is out of
Many organizations face the problem of increasing employee participation in their retirement plans. Participation is crucial to the success of
Many companies are outsourcing more and more activities, mainly because outsourcing can provide cost savings and increase productivity. Outsourcing allows
Employees worried about their personal finances are less productive, more distracted and are easier targets for poachers. While none of
Each year, the Bureau of Labor Statistics reports on consumer spending patterns. According to the 2019 report, consumers spent an
Would you take on a 30-day challenge to spend money only on necessities such as rent, utilities, and groceries? During
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction,
According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said
Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing
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:
