Wellspring Wealth Partners

10/17/2026

Please join us in wishing Hannah a very happy birthday!

We’re grateful for the care, energy and perspective she brings to Wellspring Wealth Partners and hope her day includes plenty of time for the things she loves most.

Happy birthday, Hannah!

10/13/2026

Charitable giving can be deeply personal.

For some families, it is about supporting organizations that shaped their lives. For others, it is about helping their community, involving children in giving or creating a legacy around causes that matter.

The financial strategy matters, but the first question is often simpler:

What do we want our giving to accomplish?

Starting there can make the rest of the planning conversation much more meaningful.
https://bit.ly/3VGgfb7

10/09/2026

Tampa finally gets to pretend it is fall this weekend.

Oktoberfest Tampa wraps up today at Curtis Hixon Waterfront Park with food, music, dancing and plenty of reasons to spend some time along the river.

If you made it out this weekend, we want to know: are you there for the food, the music or the people-watching?

Discover the best September events in Tampa Bay, from festivals and live music to sports, food, culture and family-friendly things to do.

10/08/2026

What’s on your travel wish list? At Wellspring Wealth Partners, we believe your financial plan should reflect the experiences that matter to you—including travel.

Our own Heather Saunders joined Theresa Chu-Bermudez of Get Out! Custom Travels a few years ago to discuss budgeting for a lifetime of travel. We’re revisiting their conversation for practical ideas on planning for trip expenses, building a travel fund and balancing adventures today with goals for the future.

Read their conversation here: https://bit.ly/4yEJEBa

Where are you hoping to go next?

One of the most important considerations when planning a trip is the budget. Learn how to budget for a lifetime of travel with a CFP.

10/05/2026

Financial progress does not always look like hitting one perfect number.

A recent Forbes article looks at financial well-being for women through four broader questions: Is your financial life becoming more stable, more protected, more flexible and more aligned with the life you want?

That framework is a useful reminder that financial confidence can be built gradually, even when life feels busy or the finish line keeps moving.

Wondering if you are financially okay? This 4-part test helps women assess stability, protection, flexibility and alignment beyond savings benchmarks.

10/02/2026

Sending a child off to college is exciting, emotional and surprisingly logistical.

Heather recently experienced that firsthand while helping her daughter move into college, complete with all the last-minute details that somehow never make the original packing list.

It was also a timely reminder of something she wrote about earlier this year: once a child turns 18, a few legal and financial planning conversations become especially important. Read more here: https://bit.ly/4zb7cgS

09/28/2026

For people approaching retirement, the final working years may provide an opportunity to revisit workplace retirement plan contributions.

Questions to consider may include:

• Am I contributing enough to receive the full employer match?
• Am I eligible to make catch-up contributions?
• Should I review the balance between pre-tax and Roth contributions?
• Have my retirement timeline or income needs changed?
• How do these contributions fit with my other financial priorities?

Contribution rules and limits can change, so confirm the current details before making decisions.
https://bit.ly/4AD8cf8

09/26/2026

Earlier this week, our team stepped away from the office to spend the morning volunteering with The Kind Mouse and supporting the important work they do in our local community.

And naturally, we made a few four-legged friends along the way. Riley and Bosley joined in on the fun, and Whiskers, one of The Kind Mouse’s resident “shop cats,” made sure the team stayed properly supervised. Because apparently every volunteer operation needs feline management.

We’re grateful for opportunities like this to come together as a team, give back and support the community we’re proud to be part of.

09/25/2026

Saving for the future can feel challenging when you’re balancing multiple financial priorities at once. A systematic savings plan can help by making saving a consistent part of your routine—automatically setting aside a specific amount at regular intervals for goals such as building an emergency fund, preparing for a major purchase or investing for retirement.

Small, consistent contributions can add up over time. The key is to define your goals, understand your timeline and create a savings strategy that works with your overall financial picture.

Learn more about how a systematic savings plan can help you stay on track toward your financial goals at the link below.

Find out how you can consistently make progress toward your different savings goals.

09/23/2026

The beginning of fall is a reminder that change often happens gradually.

The same may be true of financial progress. Reviewing beneficiaries, increasing retirement contributions, organizing documents or scheduling an overdue conversation may seem like small actions, but each can play a role in keeping your financial life organized.

What is one financial task you would like to address this season?
https://bit.ly/4xFVqd8