Casey Middleton

Learn about tax-smart strategies to consider before year-end to make the most out of your money

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

Taken by itself, the word "risk" sounds negative. But broken down into what it really stands for in terms of investing, it begins to be

Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to

Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money.

There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages.

The anticipated reopenings of the U.S. and world economies may signal the next steps in recovery—which could provide opportunities for investors…