Birthday Opportunities
Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.
Which are the most tax-advantaged ways to save for kids’ college costs? Will your income stream last through retirement? Is your investment portfolio aligned with the economic and market outlook?
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read an article in its entirety.
Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.
Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.
Consider options that could be more beneficial than surrendering a life insurance policy or letting it lapse.
A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.
Bond laddering is a time-tested strategy that can help manage interest rate risk.
Operate a business out of your residence? Consider an in-home business insurance policy as homeowners insurance coverage may not be sufficient.
The potential economic impact of Hurricanes Harvey and Irma on a local and national level.
How current trends in the retail industry could affect consumers, workers, and the broader economy.
Investors should understand basic terms and types of trades, like bid and ask prices, market order and limit order.
Before leaving for college, be sure your student has his/her insurance needs (medical, auto, personal property) addressed.
In 2017, Americans born in 1955 become eligible to claim Social Security benefits at the earliest claiming age of 62.
A whole life or survivorship life insurance policy can play an important role in a family’s estate plan.
Making accurate quarterly payments on schedule can help taxpayers avoid interest penalties for underpayment to the IRS.
The differences between term life insurance and permanent life insurance and the advantages of an individual policy.
Some facts to help understand the issues behind the trade deficit headlines, and how China factors into the story.
The differences between ETFs and mutual funds, with an emphasis on the potential cost and risk factors of ETFs.
Some economists believe shifting demographics may be the primary reason GDP growth has been weak versus past recoveries.
Social media is a convenient way for a small business to build customer relationships and gain market exposure.
Several key factors have helped calm the U.S. stock markets, but consider the potential for future volatility.
Making life insurance part of an employee benefit program could be a cost-effective way to recruit and retain valuable employees.
What can go wrong when investors chase performance and/or have a portfolio overly concentrated in one sector.
Guidelines to help facilitate financial discussions between spouses who have different points of view on spending.
Consider these tips to prepare for the possibility that you might retire earlier than planned.
With interest rates expected to keep rising here is a short quiz to test one’s interest rate knowledge.
One way to help protect a bond portfolio from a potential spike in inflation is by investing in Treasury inflation-protected securities.
Investing based on principles of sustainable, responsible, and impact could have a positive social outcome.
An individual disability income policy could provide much-needed income in the event of an accident or illness.
Considering a higher-education loan for yourself or others? Here are some factors older adults should keep in mind.
The benefits and risks of indexed annuities, including ways in which return rates are calculated.
Common types of financing that might be available to help small businesses expand or cover operating expenses.
The current employment picture and why the labor force may continue to hold back the U.S. economy.
An overview of nine different types of mutual funds, ranging from lower risk to higher risk.
The current state of the Social Security program and possible solutions to address the program's projected shortfall.
Some guidelines before taking on student loan debt including steps students have taken to make college more affordable.
Expressing your wishes in advance could help loved ones feel more confident making medical or legal decisions.
The tax considerations involved in setting a small-business owner’s compensation.
Understanding what robo advisors do, how they do it, and their limitations versus what a human advisor can offer.
How unit investment trusts operate and potential investment risks.
The pros and cons of keeping a pension versus accepting a lump-sum payout.
How smart-beta mutual funds and ETFs are constructed and the role they may play in an investor’s portfolio.
The U.S. tax code favors real estate ownership, allowing for tax savings that might help families build wealth over the long term.
Generous contribution limits for cash balance plans can help high-income business owners maximize retirement savings.
Three federal tax provisions can help ease the financial strain of paying for rising college costs.
There are two separate five-year holding requirements that may affect the tax treatment of Roth IRA distributions.
While chasing performance can lead to disappointing returns, diversifying investments may help manage risk.
Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.
A look at the distinctions between LLCs, partnerships, and sole proprietorships.
What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.
Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.
The beginning of the year is a great time to organize records and discard old documents to make room for new ones.
Why investors still hold money market mutual funds despite low returns.
Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.
It's important to identify the potential risks that threaten your business, create a disaster plan, and obtain adequate insurance.
An overview of the tax changes affecting corporations and pass-through businesses and the potential implications for GDP growth.
Investing in emerging markets and developing economies has both risks and opportunities.
A properly constructed trust can serve many purposes for families — and not just for the wealthy.
IRS rules allow a working spouse to contribute to an IRA for a spouse who earns little or no income.
A look at the tax advantages and credit risks associated with municipal bond investments.
Liability insurance can help offset unforeseen legal costs that could consume a business's profits.
In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.