Wells Fargo Advisors

Welcome to our Website!

Are you "Spotting Opportunity Amid Uncertainty"?  Our video can be viewed by clicking here

You can find an overview of our FundSource investment program by clicking here

We created this website to help you gain a better understanding of investing, wealth preservation, retirement planning, and estate investment planning.

Your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach, working together with us, to pursue your financial goals.

On this site you will find information about our capabilities and how we can help you work to achieve your personal financial goals.  You will also find many resources including calculators, timely articles, a monthly newsletter, and more!

We hope you visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.  We regularly update our information and we wouldn't want you to miss any of the latest developments.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

More Newsletters →