Welcome to Jefferson Wells Financial Group
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Jefferson Wells, CPA, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Here are six flags that may make your tax return prime for an IRS audit.
Simple steps may help you foil hackers and protect your privacy.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, infiltrating the world of bonds.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
There are hundreds of ETFs available. Should you invest in them?
What does your home really cost?
$1 million in a diversified portfolio could help finance part of your retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?