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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding how a stock works is key to understanding your investments.
When you’re married and have children, insurance needs will be different.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A letter of instructions provides additional and more personal information regarding your estate.
These food myths will really put a drain on your wallet.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
Taking your Social Security benefits at the right time may help maximize your benefit.
A quick history of the Federal Reserve and overview of what it does.
What does your home really cost?