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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Read this overview to learn how financial advisors are compensated.
Do your insurance needs stay the same when the nest empties?
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Gaining a better understanding of municipal bonds makes more sense than ever.
Understanding how a stock works is key to understanding your investments.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How will you weather the ups and downs of the business cycle?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Recent changes in estate tax laws could affect the strategy you have in place.