Financial Matters

Tools & Resources

Financial Matters

Tools to make the most of your financial future

Managing the financial aspects of your life takes an investment of time and a desire to make the most of the financial assets available to you. Take the first steps in planning for your financial future.

Prepare for Retirement Learn all you need to know about planning for retirement: How much you need to save, the best investments for reaching your savings goals, the advantages of tax-deferred investing and making your money last once you retire. Learn More	Save for College Find information about popular college savings accounts, such as 529 plans, Coverdell Education Savings Accounts and federal and state financial aid resources. Learn More
Manage Retirement Assets Investment returns, inflation, and health care costs are just a few of the challenges that retirees are likely to encounter as they strive to manage their cash flow over the years. This module contains valuable information on what you need to consider to successfully manage your assets after you've retired. Learn More	Finance Major Purchases Whether you are shopping for your first home or looking to refinance an existing home, this section has what you need to know. Learn More
Understand Investing This investing module covers important concepts such as asset allocation, diversification and managing investment risk. It also includes types of investments -- e.g., stocks, bonds and mutual funds -- and how to combine them through various life stages. Learn More	Plan for Life Events Life is full of happy and not so happy times. Be financially prepared to face them all by learning about the financial implications of funding a child's college education, managing the transition to a new job and planning your estate. Learn More
Budget and Save Learn valuable tips about creating and maintaining a household budget and saving for short-term and long-term financial goals, like retirement. Learn More	Evaluate Insurance Options Learn the basics of life insurance policies and the importance of naming beneficiaries. Learn More
Manage Debt and Credit This section includes important lessons about avoiding serious debt and maintaining a healthy credit profile. Learn More	Plan Your Estate Learn about estate planning basics such as wills and trusts, as well as more complex planning structures such as charitable remainder trusts. Learn More

Content is provided by S&P Capital IQ Financial Communications as a service to Wells Fargo. Copyright © 2012, S&P Capital IQ Financial Communications, a division of The McGraw-Hill Companies, Inc. All rights reserved.