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Financial PlanningWith the focus on helping domestic partners, Wells Fargo Advisors developed the Accredited Domestic Partnership Advisor certification in conjunction with the College for Financial Planning®. The ADPA designation is the first industry-wide certification program supported by an accredited institution that educates advisors about the unique financial planning needs of domestic-partner and LGBT couples and about the challenges, laws, and regulations that impact their planning efforts.
Retirement PlanningRetirement planning isn't just something that happens late in life. It's something you create now with the decisions you make every day. From determining your goals to choosing investments, you make financial decisions that may help enrich your life not only in retirement, but each step along the way.
AnnuitiesOne way you may be able to generate income is by investing your savings in income investments, such as certificates of deposit, bonds, annuities and dividend-paying stocks.* Your financial advisor can help you determine which investments are appropriate for your situation and how much income you need each month.
Long Term CareA solid estate plan takes these possibilities into consideration. Learn more about life insurance and the importance of long-term care insurance.
Asset ManagementChris Haverland is a global asset allocation strategist for Wells Fargo Investment Institute (WFII), an organization that provides global manager research and investment strategy advice to Wells Fargo’s Wealth, Brokerage, and Retirement (WBR) division. WBR is comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses, accounting for more than $1.6 trillion* in assets under administration.
Living TrustsYour estate plan should be designed to provide protection during your lifetime, not just at death. As you age, it becomes increasingly important to include robust "lifetime planning" provisions in durable powers of attorney, health care directives, and living trusts. Individuals with a taxable estate above $5.25 million and married couples with a taxable estate above $10.5 million may want to consider implementing advanced wealth-transfer strategies. If you are in this category, be sure to talk with your estate attorney about suitable planning alternatives.
College FundingThe younger your child is, the more difficult it can be to fully understand how to save for college. But with education expenses often starting as early as elementary school, it's clear that the sooner you start saving, the better. Even if you feel like you've already fallen behind, it's not too late -- what you do today to contribute to your college savings plan can have a great impact on your child's education.
Wealth ManagementJim Hays is head of Wealth Brokerage Services (WBS), the division of Wells Fargo's brokerage business that is aligned with the company's Wealth Management Group. WBS includes more than 3,200 Financial Advisors. In that capacity, Jim provides executive leadership and engages team members in collaborations within and across the Community Bank and Wells Fargo. He sits on the Wells Fargo Advisors Operating Committee as well as the Wealth Management Executive Committee.
Investment ManagementInvestment Planning Planning for the future isn't a one-time event. It's an ever-evolving process that requires adjustments when your situation changes.
Tax PlanningOur Tax Center features important information that can help you plan for tax season all year round. This information includes our yearly tax planning tables and links to Federal and state tax forms to help simplify the tax-filing process. In addition, we often provide tax season strategies as well as other tax-related offers that may interest you.
Avoiding ProbateRevocable living trust - This type of trust provides for continued management of your financial affairs during your lifetime (should you become incapacitated) and lets any assets you put into it avoid probate.
Tax DeductionsThe majority of married couples file jointly, because it's often more beneficial to do it that way. For example, it may give you certain tax deductions and credits that you wouldn't get if you filed separately. Also, in some cases, filing jointly can actually simplify the filing process, especially if you live in a community property state.
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