Lifescapes.wellsfargoadvisors.com

Lifescapes Wells Fargo Advisors

WEBWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered …

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URL: https://lifescapes.wellsfargoadvisors.com/

7 retirement planning mistakes to avoid Wells Fargo Advisors

WEBRetirement planning mistake #3: Overspending. An important concept to keep in mind when thinking about living in retirement is “spending discipline.”. What you can …

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Questions you’re asking: Can I retire early

WEBMaybe early means before age 65 when Medicare coverage begins. Based on your birth date, your full retirement age as defined by Social Security may not be until …

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Financial self-care: Your goals for 2024 Wells Fargo Advisors

WEBFor 2024, there’s another category to add to your self-care priorities: your finances. “Financial self-care can help reduce stress related to your money,” says …

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Financial wellness check: Are you staying fiscally fit

WEBHaving a financial wellness checkup with a financial advisor and other professionals is like getting health input from a doctor, Knowles says. Your financial …

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Questions you’re asking: What is long-term care

WEBPlanning for long-term care is a serious issue: 65-year-olds today have almost a 70% chance of needing long-term care services and support in their remaining …

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Retirement income planning: 5 actions to consider

WEBPlanning for income in retirement: Explore your vision for your non-working years. Identify your essential and discretionary expenses. Inventory potential sources of income in …

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Key questions to answer to help plan to pay for retirement

WEBIt’s an important question to ask sooner rather than later, as the answer could impact your retirement savings plans, so that you can align the retirement you …

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Be prepared. Important planning steps for various life stages and

WEBCreate a health care power of attorney. Another important planning step is detailing and documenting the kind of health care decisions you’d want made on your …

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What am I asking my trustee to do

WEB1. Trustee. A trustee is responsible for protecting and managing assets for the benefit of the beneficiaries. This complex role may change over time depending on the terms of the …

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Questions you’re asking: When should I claim Social Security

WEBHe decided to start receiving Social Security benefits as soon as he became eligible at 62, or five years before he would receive full retirement benefits. His monthly …

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How do you have end-of-life discussions

WEBWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, …

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Pay yourself first. Take time for your financial well-being checkup

WEB2. Keep down or pay off debt. A clear next step for how you pay yourself first is chipping away at any debt you may have. Over time, this should free up more funds to …

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Estate planning documents – when you need them and why

WEBDepending on their financial assets and whether they have children, your over-18 child may need to set up their own basic estate planning documents. • Necessary documents: …

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Marriage, remarriage, divorce, and your finances: What to know

WEBRoughly 60% were first marriages, while 40% included a partner who is remarrying. 1. These big life changes can have financial implications that can impact the …

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Help protect yourself and loved ones from common scams

WEBOnce you provide access, the scammer may request payment for technical assistance, install malicious software, change settings to leave your computer …

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Three tips to help improve your work-life balance

WEBImprove your blood pressure and cholesterol levels. Enhance your overall sense of well-being. Prevent weight gain. Improve your memory. 3. Set long- and short …

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Building a values-based, multi-generation estate plan

WEBA well-designed estate plan can form the foundation for a family legacy, providing a values road map for future generations to follow. Cathy Nakamura, CTFA, …

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