*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.
Negotiating Retirement Plan Fees with Your Provider According to plan sponsors, one of the most harrowing aspects of their fiduciary
Some of our clients are firm Democrats, some staunch Republicans, and others somewhere in the middle. I have asked many
In another article we talked about John Bogle and the dominant rise in passive investing. This time, I’m going to take
We often hear in the media that consumer spending is crucial to the overall health of the U.S. economy, but exactly how important is
If you’re an adult in your 20’s, you are entering an exciting stage of life. Whether you’ve just graduated from college or
Many people decide to begin receiving early Social Security retirement benefits. In fact, according to the Social Security Administration, about 72% of retired
GDP, or Gross Domestic Product, is a measurement of the total value of all goods and services produced in the
The qualitative review of a mutual fund helps support the quantitative analysis within the Scorecard System™ by providing color and
The thought of transitioning from one service provider to another may be intimidating and overwhelming. It doesn’t have to be. If
The Internal Revenue Service (IRS) allows distributions to be excluded from income if they are rolled over to an eligible
Negotiating Retirement Plan Fees with Your Provider According to plan sponsors, one of the most harrowing aspects of their fiduciary obligations is to ensure that
Some of our clients are firm Democrats, some staunch Republicans, and others somewhere in the middle. I have asked many the question who was ‘surprised’
In another article we talked about John Bogle and the dominant rise in passive investing. This time, I’m going to take off from that point and
We often hear in the media that consumer spending is crucial to the overall health of the U.S. economy, but exactly how important is it? Representing approximately two-thirds of overall
If you’re an adult in your 20’s, you are entering an exciting stage of life. Whether you’ve just graduated from college or are starting a new career, you
Many people decide to begin receiving early Social Security retirement benefits. In fact, according to the Social Security Administration, about 72% of retired workers receive benefits prior to their
GDP, or Gross Domestic Product, is a measurement of the total value of all goods and services produced in the United States over a given
The qualitative review of a mutual fund helps support the quantitative analysis within the Scorecard System™ by providing color and insight into the portfolio and
The thought of transitioning from one service provider to another may be intimidating and overwhelming. It doesn’t have to be. If you work with an experienced
The Internal Revenue Service (IRS) allows distributions to be excluded from income if they are rolled over to an eligible retirement plan or Individual Retirement
Negotiating Retirement Plan Fees with Your Provider According to plan sponsors, one of the most harrowing aspects of their fiduciary
Some of our clients are firm Democrats, some staunch Republicans, and others somewhere in the middle. I have asked many
In another article we talked about John Bogle and the dominant rise in passive investing. This time, I’m going to take
We often hear in the media that consumer spending is crucial to the overall health of the U.S. economy, but exactly how important is
If you’re an adult in your 20’s, you are entering an exciting stage of life. Whether you’ve just graduated from college or
Many people decide to begin receiving early Social Security retirement benefits. In fact, according to the Social Security Administration, about 72% of retired
GDP, or Gross Domestic Product, is a measurement of the total value of all goods and services produced in the
The qualitative review of a mutual fund helps support the quantitative analysis within the Scorecard System™ by providing color and
The thought of transitioning from one service provider to another may be intimidating and overwhelming. It doesn’t have to be. If
The Internal Revenue Service (IRS) allows distributions to be excluded from income if they are rolled over to an eligible
Licensed to practice in every state, it is the distinct honor of Wellspring Financial Partners to serve clients in 30 states throughout America. With our CERTIFIED FINANCIAL PLANNER® professionals located in both Arizona and Utah, contact us today about connecting with one of our CFP® Professionals to discover the peace and empowerment that comes from having a realistic, unique-to-you, highly personalized Financial Plan in place to provide for you and your loved ones.
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.
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