Retirement Plan Participants
05 June 2023
As Your Parents Age, Help Them Protect Their Finances
It’s heartbreaking to hear stories of people losing money (even their life savings) as a result...
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Retirement Plan Participants
05 June 2023
SECURE 2.0 Act Expands Early Withdrawal Exceptions
Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement...
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Retirement Plan Participants
05 June 2023
Education and Earnings
IMPORTANT DISCLOSURES  Wellspring Financial Partners, LLC does not provide tax or legal advice....
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Retirement Plan Sponsors
22 May 2023
Fiduciary Hot Topics
Without Congressional Action the Social Security Trust Funds will be Exhausted in 2034 If current trends...
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Retirement Plan Sponsors
22 May 2023
Dear Prudence: What is Prudence Anyway?
When it comes to monitoring and selecting investments, the responsibility lies with the ERISA fiduciary...
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Retirement Plan Sponsors
22 May 2023
Is Your Retirement Plan "Catchy?"
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment...
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Retirement Plan Participants
10 April 2023
Keep an Eye Out for IRS-Related Scams
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout...
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Retirement Plan Participants
10 April 2023
Diversifying with Market Caps
The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more than 19.4%.1...
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Retirement Plan Participants
10 April 2023
Social Security Offers Benefits from Birth Through Old Age
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement...
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Retirement Plan Participants
10 April 2023
How Changing Shelter Costs Influence Inflation
IMPORTANT DISCLOSURES Wellspring Financial Partners, LLC does not provide tax or legal advice. The...
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Retirement Plan Participants
As Your Parents Age, Help Them Protect Their Finances
Retirement Plan Participants
SECURE 2.0 Act Expands Early Withdrawal Exceptions
Retirement Plan Participants
Education and Earnings
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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

Subscribe for the latest news from Wellspring
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