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Found 28 Articles

Mutual Fund Investment Styles
Learn about the strategy of including different investment styles in a portfolio to improve potential diversification benefits.
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Protect Your Assets With a Trust
Trusts can help ensure that your assets are put to work according to your wishes. They can also help reduce estate taxes.
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Naming Beneficiaries of Insurance Policies and Retirement Plans
Naming the wrong beneficiary can mean your wishes won’t be carried out. This report explains how to make sure you’ve selected appropriate beneficiaries.
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How to Read a Mutual Fund Prospectus
This article provides an overview of the key elements contained in a mutual fund prospectus.
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Section 529 Plans: Saving for Education
This article explores the pros and cons of 529 plans and contrasts them with other available education savings options.
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Target-Date Funds: Simplifying Your Asset Allocation Strategy
This article explains how target-date funds work and the role they can play in helping readers pursue important financial goals.
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Frequently Asked Retirement Income Questions
A scannable list of frequently asked questions about retirement income planning with plain-English answers.
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Using a Rollover IRA to Consolidate Multiple Retirement Assets
Find out the potential benefits of creating a rollover IRA to consolidate multiple employer-sponsored retirement plans.
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Planning the Withdrawal of Your Retirement Assets
This article offers suggestions for an efficient withdrawal strategy in retirement.
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Changing Jobs or Retiring? Don't Forget Your Retirement Savings!
Choosing a distribution method from your retirement plan when you change jobs or retire can have significant tax implications.
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The Phases of Retirement: Updating Your Finances for Your Changing Lifestyle
As people live longer and healthier lives, retirement income and distribution strategies require a flexible approach that provide for changing needs over time.
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How to Choose a Mutual Fund
Choosing from thousands of mutual funds can be confusing. Here’s a guide.
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Understanding Bonds and Their Risks
What are bonds? This report explains the many different types of bond investments available, their risks, and the tax consequences of investing.
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Retiring? Take Control of Your Assets
When retirement’s on the horizon, there are many financial issues covered here that you'll want to consider.
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Tips for Managing Debt and Credit
Avoiding credit card overload increases your opportunities to save and invest for important goals.
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Evaluating Investment Risk
Because return is a function of risk, knowing the kinds of risk will help you assess your risk tolerance.
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How to Weather a Stock Market Correction
Investors concerned about a potential correction or bear market will find tips on constructing a diversified portfolio.
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Estate Planning Checklist
Is your estate plan up to date? Use this checklist to pinpoint potential shortcomings.
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Growth vs. Value: Two Approaches to Stock Investing
Two fundamentally different methods of choosing stocks can help add diversity to your portfolio.
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Investing Through Life's Stages
How you allocate your investment portfolio among different types of investments will depend on your goals and time frame. Take a look at how these might change over time.
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Retirement Plan Loans: Do They Make Sense for You?
Thinking about taking a loan from your 401(k) plan? Here are some essential considerations.
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Will Your Money Last? Risks to Retirement Income
To be viable, a retirement income strategy needs to account for the effects of longevity, inflation, health care expenses, and the uncertain future of Social Security.
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Market Volatility and Your Retirement: Can Timing Alter Your Plans?
What would happen to your retirement nest egg if you retired just as a bear market hit?
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Financing the American Dream: Mortgage Basics
Adjustable or floating rate? 15-year or 30? How much mortgage can you afford? Find out here.
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What You Need to Know About Your Will
Everyone needs a will. This report describes different types of wills and some things to consider when you have yours drafted.
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Now That You're Retired, Maximize Your Retirement Income
You will find tips on investing to get the most income out of your investments.
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Pay Yourself First -- and Regularly -- Through Dollar-Cost Averaging
This simple technique can help you build a healthy savings habit while putting market fluctuations to work for you.
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How Much Do You Need to Retire?
Uncertainty over the future of Social Security, longer life expectancy, and inflation all factor into how much you'll need to save for a comfortable retirement.
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Content is provided by Wealth Management Systems Inc. as a service to Wells Fargo. Copyright © 2021, Wealth Management Systems Inc. All rights reserved.