Financial Wellness Resources

A wide variety of information and whitepapers you may find beneficial are available upon request.

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  1. Guide to Retiring
  2. Are You Ready to Retire Checklist
  3. Six Steps to a Secure Retirement
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  1. Preparing Your Child for College
  2. Saving for College Brochure
  3. 529 Savings Plans
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  1. Social Security and Your Retirement
  2. When Should I Start My Benefits
  3. Social Security Benefits
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  1. Important Estate Planning Documents
  2. Checklist for Updating Your Estate Plan
  3. Life Insurance Trusts
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  1. Long-Term Care and Retirement
  2. Facing the Complexities of Medicare
  3. Disability Planning
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  1. Start Early to Save for Retirement
  2. Strategies for Your Retirement Savings
  3. Is Your Retirement on Track
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  1. Asset Allocation Profile
  2. Dollar Cost Averaging
  3. Budgeting Worksheet
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  1. Retirement Plan Distribution Options
  2. Retirement Income Challenges
  3. Income Planning Worksheet
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  1. Flagship Brochure
  2. Envision Profile
  3. Envision Checklist

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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