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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Important items to consider when purchasing condo insurance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There are common mistakes you can avoid when saving for retirement.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Recent changes in estate tax laws could affect the strategy you have in place.