It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial
Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential
IMPORTANT DISCLOSURES Wellspring Financial Partners, LLC does not provide tax or legal advice. The information presented here is not specific
Without Congressional Action the Social Security Trust Funds will be Exhausted in 2034 If current trends continue, the Social Security
When it comes to monitoring and selecting investments, the responsibility lies with the ERISA fiduciary for managing your company’s 401(k)
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over
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 specific
It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial
Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential
IMPORTANT DISCLOSURES Wellspring Financial Partners, LLC does not provide tax or legal advice. The information presented here is not specific
Without Congressional Action the Social Security Trust Funds will be Exhausted in 2034 If current trends continue, the Social Security
When it comes to monitoring and selecting investments, the responsibility lies with the ERISA fiduciary for managing your company’s 401(k)
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over
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 specific
Wellspring Financial Partners
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Monday – Friday:
8:00am-4:30pm
1-844-203-2402
info@wellspringfp.com
https://www.wellspringfinancialpartners.com