*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.
Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for college?
Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA)
Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world’s
Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little
Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a
Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had
Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline. These
Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage, but many services are
If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder
Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for college? Ideally, you want a savings
Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test.
Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world’s wealthiest individuals and couples have
Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little or no assistance with daily
Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a single campus. CCRCs offer residents
Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities to overspend. Here are some
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their
Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline. These are the estimated savings required
Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage, but many services are not covered. Some may be
If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage
Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for college?
Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA)
Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world’s
Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little
Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a
Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had
Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline. These
Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage, but many services are
If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder
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.
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
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520-327-1019
1-844-203-2402
contact@wellspringfp.com
wellspringfinancialpartners.com
