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Found 3 Calculators

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

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

529 Savings Plan
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.

Found 28 Articles

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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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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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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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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Redefining Retirement in the 21st Century
The traditional approach to planning for retirement may well be already obsolete. This article explains the parameters of the "new retirement."
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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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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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Frequently Asked Retirement Income Questions
A scannable list of frequently asked questions about retirement income planning with plain-English answers.
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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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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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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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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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How Many Funds Do You Need?
Randomly selecting funds can work against your portfolio's potential. This article outlines a framework for deciding how many funds you really need for your portfolio to be truly diversified.
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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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How to Choose a Mutual Fund
Choosing from thousands of mutual funds can be confusing. Here’s a guide.
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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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Asset Allocation: A Sound Investment Strategy
Find out why asset allocation is an important determinant of meeting long-term goals.
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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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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 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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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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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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Rebalancing to Keep Your Portfolio on Track
This article looks at how drift can affect a portfolio and considers different rebalancing strategies.
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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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Home Refinancing Basics
In recent years, millions of homeowners have taken advantage of low rates and refinanced their mortgages. This article describes the advantages and possible pitfalls associated with a "refi."
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Starting Out: Begin Funding for Your Financial Security
This financial planning overview for those just entering the workforce offers tips on saving, budgeting, insurance, and paying off student loans.
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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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International Stock Investing
A look at the potential risks and benefits of international investing for long-term growth and diversification.
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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.