Brandon Wellman at Pruco Securities LLC

10/08/2024

Hey, Facebook Family, you’re invited to the Wellman Financial Services Fall Party this Saturday Noon-2!

Bring a lawn chair and listen to live music while enjoying chili and pulled pork. It’ll be fun and we’d love to share the time with you!

07/02/2024

How to Build Your Financial House From the Foundation Up - https://www.kiplinger.com/personal-finance/how-to-build-your-financial-house-from-the-foundation-up

By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites. Prudential is not affiliated with Kiplinger.

When you draw up your financial blueprint, you’ll want the result to weather economic storms, risks that come with aging and other changes in your life.

06/27/2024

A common misconception is that one is too young to own life insurance, but this is not the case. Read on to learn why it’s never to early to determine your life insurance needs.



Life insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

You may be thinking, “But I’m young! Isn’t life insurance for older people?” Here are a few reasons to consider getting life insurance now.

06/25/2024

Unsure about the difference between Roth and Traditional 401(k)’s? Read more to learn about each retirement vehicle and what may be the best option for you.

The differences between Roth 401(k)s and Roth IRAs recently were changed significantly.

06/18/2024

At Prudential Advisors, we’re passionate about helping our advisors achieve their full potential. And for many women advisors, teaming up with others has been a proven driver of success. Pat Hynes, head of Prudential Advisors Field Sales, explains why teaming makes sense: https://bit.ly/43in824

Ready to grow your practice? Learn more at www.prudentialadvisors.com

Empowering women to collaborate in groups or teams allows them to progress more rapidly and succeed as financial advisors.

05/02/2024

Wellman Financial Services is hosting a complimentary client appreciation Shred Event on Saturday May 18, 2024 from 8:00am - 10:00am at our Springfield Office, 6300 S. 6th St. Frontage Road East. Bring your unwanted documents to be shredded at NO COST to you! Drop off your old papers and files and let Affordable Shred securely shred them while you grab a coffee and a donut.

04/11/2024

Investing in the future starts with teaching our children about finances, saving, and building wealth. Together, we can help instill financial responsibility, resilience, and empower the next generation of young minds of our community, so they have the tools they need to create a legacy of financial freedom.

Planning for the future should include time to enjoy the simple things. Prudential empowers generations by providing expertise in investment, insurance, and retirement, leaving you free to focus on what matters the most.

04/03/2024

Struggling with good saving habits? You may be doing better than you think. Learn how much you should be saving per paycheck in this article, featuring Jason Duross from Prudential Advisors - https://bit.ly/pa-paycheck-savings

Use our guide to determine how much money you need to save from each paycheck to meet your short, medium and long-term savings goals.

03/26/2024

Where you keep your money matters. Be sure to consider factors like interest rates and digital banking capabilities when selecting a bank. Brandon Goldstein helps compare your options in a new feature from CNN:

Selecting the right bank is crucial. Learn how to choose a bank that fits your financial needs and goals.

03/22/2024

As we step into the new year, it is the perfect time to review your finances. Explore these five financial tips to help make sure you stay on track this year.

These financial planning steps can help ensure your financial wellness for the rest of the year, so take some time to look at your goals, debt, taxes and more.

02/26/2024

From increased catch-up limits to 529 flexibility – learn how the latest spending bill can offer you new ways to help you save for retirement.

Spending bill signed by President Biden includes expanded access to retirement plans, new rules for 529 accounts and student loan payment matching.

02/22/2024

Planning for retirement can feel overwhelming. One industry expert shares their tips on how to strategize for the future.

Two strategies for making retirement savings last — probability-based income planning and guaranteed income planning — can help ensure you have what you need in your golden years, but which is right for you?