Wells Fargo Advisors

Welcome to our Web site, where you'll find information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a variety of useful information, including calculators, articles, a portfolio tracker, and more. 

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. 

This Web site was created to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

We're here to help educate you about the basic concepts of investment planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. 

Please take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. Information is frequently updated and we wouldn't want you to miss any developments in the area of personal finance.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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