*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 Roth 401(k) is 10 years old! With 62% of employers now offering this option, it’s more likely than not
While the U.S. government has issued 13 types of savings bonds, there are currently only two series available for purchase
Market volatility is alive and well in 2016. Low oil prices, China’s slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global
Many plan sponsors mistakenly believe that they are not required to offer the retirement plan to part-time employees. Regardless of
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a
Since the inception of markets, there have been particular investments that garnered the attention of investors above all others. In
The Democratic and Republican National Conventions are over but the shouting certainly is not. Because the recent news has been
“Very interesting”, is how the Chinese would surmise the market activity over the last 2 weeks. Given that markets have
Two things are on our mind this month, but in the end they together make a common theme that
We provide financial education and mentoring — because an informed client is our best client. We offer webinars and informational
The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it’s more likely than not that you can make Roth
While the U.S. government has issued 13 types of savings bonds, there are currently only two series available for purchase through the U.S. Treasury Department:
Market volatility is alive and well in 2016. Low oil prices, China’s slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global conflicts–all of these factors have contributed
Many plan sponsors mistakenly believe that they are not required to offer the retirement plan to part-time employees. Regardless of what type of retirement plan
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee. This
Since the inception of markets, there have been particular investments that garnered the attention of investors above all others. In the 1600s it was the
The Democratic and Republican National Conventions are over but the shouting certainly is not. Because the recent news has been filled with the various musings
“Very interesting”, is how the Chinese would surmise the market activity over the last 2 weeks. Given that markets have been down roughly 1,000[i] points
Two things are on our mind this month, but in the end they together make a common theme that we think you’ll both appreciate
We provide financial education and mentoring — because an informed client is our best client. We offer webinars and informational sessions that cover such topics
The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it’s more likely than not
While the U.S. government has issued 13 types of savings bonds, there are currently only two series available for purchase
Market volatility is alive and well in 2016. Low oil prices, China’s slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global
Many plan sponsors mistakenly believe that they are not required to offer the retirement plan to part-time employees. Regardless of
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a
Since the inception of markets, there have been particular investments that garnered the attention of investors above all others. In
The Democratic and Republican National Conventions are over but the shouting certainly is not. Because the recent news has been
“Very interesting”, is how the Chinese would surmise the market activity over the last 2 weeks. Given that markets have
Two things are on our mind this month, but in the end they together make a common theme that
We provide financial education and mentoring — because an informed client is our best client. We offer webinars and informational
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
