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Found 13 Articles

Estate Planning Checklist
Is your estate plan up to date? Use this checklist to pinpoint potential shortcomings.
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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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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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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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Buying Life Insurance: What Kind and How Much?
This article introduces different types of insurance products and the role that they can play in a personal financial plan.
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Your Retirement Checklist
Whether you’re just starting to invest or you’re well into your working years, this checklist can help prepare you for this important financial goal.
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Divorce and Your Finances
Keeping an eye on your financial health during a divorce is essential. This article outlines some important topics to consider on how divorce may affect your finances.
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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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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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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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Social Security and You: What Does the Future Hold?
A look at Social Security and tips on when and how to apply for benefits.
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Content is provided by Wealth Management Systems Inc. as a service to Wells Fargo. Copyright © 2019, Wealth Management Systems Inc. All rights reserved.