Financial Matters Search

Online Tools


Rebalancing Your Portfolio - Interactive Chart
Discover how your asset allocation drifts over time and why it is important to periodically rebalance your investment mix.

The Big Difference a Little Bit Extra Could Make - Interactive Chart
See how increasing your retirement account contribution by only a little could potentially boost your account balance by thousands over time.

The Benefits of Tax-Deferred Compounding - Interactive Chart
This interactive chart illustrates how tax-deferred retirement savings vehicles can give you the edge you need to pursue your financial goals.


401(k) Contribution - Calculator
You want to save for retirement and take advantage of your employer's match in your 401(k) plan, but you aren't sure you can afford to. You may be surprised to see how contributing to your 401(k) will increase your income without taking a big bite out of your paycheck.

Asset Allocation Profiler - Calculator
Creates a simple profile of an investor and suggests an asset allocation.

Borrowing From a 401(k) - Calculator
Thinking of taking a loan from your 401(k) plan? Before you do, you should check out the true costs of such a loan with this calculator.

Cost of Waiting - Calculator
Calculate how much more you'd need to contribute each year to reach your retirement goal if you put off saving for retirement.

Time Value - Calculator
Calculate the value of compound returns for different time periods and rates of return to understand the value of long-term savings.


Keeping Your Retirement Investments in Line With Your Goals
Like the tires on your car, your retirement account stands a better chance of meeting your expectations when it is kept in balance. This audiocast explains what you should do to make sure your investments stay on target.

Taking Care of Your Retirement Savings When You Change Jobs
When you change jobs or retire, you have some important choices to make. One of the biggest decisions may be what to do with the savings in your employer-sponsored retirement plan. This audiocast can help you weigh the considerations involved with that decision.

Other Important Links


American Savings Education Council

Social Security Calculators
From the homepage, select Retirement in the top navigation, then choose Calculate your benefits.

Content is provided by Wealth Management Systems Inc. as a service to Wells Fargo. Copyright © 2021, Wealth Management Systems Inc. All rights reserved.