Eight Ideas for Smarter Holiday Shopping
Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
The Woravka Wealth Management Group of Wells Fargo Advisors
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Newsletters
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.
Previous Newsletters
December
November
Do You Know Your Medicare Coverage Options?
There are two ways to obtain Medicare coverage: Original Medicare and Medicare Advantage. Here’s how they work.
If You Don’t Have a Will Yet, Why Not?
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
October
Making the Most of Your Credit Card
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
September
It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
August
Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
July
Should You Buy or Lease Your Next Vehicle?
Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.
June
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
May
Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
April
What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
March
Can Your Personality Influence Your Portfolio? New Research Points to Yes
The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.
How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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