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Automatic Enrollment Is Just the First Step
Automatic enrollment into your employer’s retirement plan can help you get started saving for the future, but it shouldn’t end there. This audiocast covers additional steps you may want to take after being automatically enrolled to help you reach your retirement goals.

Considerations for Those Nearing Retirement
Are you getting ready to retire? This audiocast covers key considerations for those preparing to start the next chapter of their lives, including income strategies, Medicare and Social Security considerations, and additional health care costs.

Get the Most Out of Your Retirement Plan
Are you doing all you can to maximize the value of your workplace retirement plan? This audiocast covers tips such as increasing contributions and revisiting asset allocation and risk tolerance.

Get the Most Out of Your Retirement Plan en Español -- Obtenga el máximo de su plan de jubilación
¿Está haciendo todo lo que puede para maximizar el valor del plan de jubilación en su lugar de trabajo? Esta transmisión de audio cubre consejos como incrementar las contribuciones y revisar la asignación de bienes y la tolerancia al riesgo.

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.

The Automatic Path to Boost Retirement Savings
Were you surprised to hear your retirement plan contributions could automatically become a little larger? It’s part of a program to help you do more with your employer-sponsored retirement account. You can learn about automatic increases in this audiocast.

The Basics of Asset Allocation
New to investing or just need a refresher on the benefits of a well-diversified portfolio? This podcast covers the basics of asset allocation, including tips for incorporating your time horizon, goals, and risk tolerance.

The Benefits of Plan Participation
Are you thinking about joining your workplace retirement plan? This podcast provides details on the many benefits of participation, including reducing current taxes, tax deferred earnings and the power of compounding.

Using the AdviceTrack Program -- A Professional Investment Solution for Retirement Savings
Retirement investors shouldn't have to go it alone if they don’t want to. Consider letting independent financial experts invest and mange your retirement savings for you. In this audiocast, you can learn more about the AdviceTrack program, an all-in-one investment solution.


Making Your Nest Egg Last - Interactive Chart
This chart illustrates how long your money might last under various distribution scenarios.

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.

529 Savings Plan - Calculator
Estimate how much you'll need to save for your child's education and how much a 529 plan may save you in federal taxes.

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.

Choosing Your Annual Withdrawal Rate - Calculator
Calculates the annual withdrawal rate needed to cover expenses in retirement.

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.

Find the Money to Invest - Calculator
Where can you find the money to put away? This calculator will show the powerful benefits of making small changes in your spending habits.

Personal Net Worth - Calculator
Find out how much you are worth with this simple net worth calculator.

Projected Retirement Expense - Calculator
Calculates expected retirement expenses based on inflation rates in individual categories.

Projected Retirement Income - Calculator
Calculates the amount of income you can expect during 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.

Other Important Links


American Association of Individual Investors

American Bar Association Frequently Asked Estate Planning Questions

Bankrate Personal Finance Department

Federal Student Aid

The American Council of Life Insurers

American Savings Education Council

Freddie Mac Resources for Home Ownership
From the homepage, select Preparing for Home Ownership under the Buying and Owning a Home section.

SallieMae’s Planning for College
From the homepage, select Before College.

Wells Fargo’s Trusts & Estate Center

Wells Fargo's Insurance Overview

BusinessWeek Online Investing Section
From the homepage, select Investing from the top navigation.

Insurance Institute for Highway Safety (crash ratings, etc.)

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

The College Board
From the homepage, select For Parents in the top navigation.

Wells Fargo Student Loans

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