Catherine Burgess, RICP, ADPA, CFP

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.

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Some of the pros and cons of whole life insurance

Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.

Understanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account

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

We’ve all heard about the importance of having life insurance, but is it really necessary? Usually, the answer is “yes,” but it depends on your

Brokered Liquid Deposit is now available with a minimum opening deposit of $100,000. If you’re looking to make your excess cash work harder, this could be an option for you.

You follow a strategic investment plan to help you achieve your financial goals, but what about your borrowing needs? Wells Fargo Advisors can help you explore borrowing solutions too.

Keep your goals in sight by keeping them on track. LifeSync connects you to the resources, tools, and people you need to help you make better financial decisions.

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

Your Financial Advisor can bring strategic thinking to your home borrowing needs and refer you to a dedicated Wells Fargo Private Mortgage Banker

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

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

Alternative investments can help diversify a traditional portfolio and provide the potential ofr improved risk-adjusted returns.