UNDERSTADING THE FISCAL CLIFF
The fiscal cliff is the combination of large spending cuts and tax increases that are scheduled to be automatically enacted at the start of 2013.
Announcement of QE3
One more round of easing brightens the mood of Wall Street. With the end of the year roughly 100 days away and Election Day still too far off, institutional and retail investors were counting on the Federal Reserve to combat market anxiety with a new sti
Maybe you’re just beginning your charitable journey, or perhaps you have a tradition of giving, but you’re less than satisfied with the results.
Tame Your Taxes on Investments
If you have cash savings invested anywhere but the mattress, you are probably paying taxes on the growth. The growth may come from interest, dividends, or capital gains.
"When I grow up, I want to be..."
Wells Fargo and the State of Wisconsin offer the EdVestSM College Savings Plan—and we can help you get started! Prepare for their dreams of tomorrow by starting your planning today.
Did you make your 2011 IRA Contributions?
March is here and will be over before we know it! That means the tax day is just around the corner. This year you have until April 17th to file your 2011 taxes and make a previous year contribution.
Get Organized in 2012
Keeping important family documents organized and up to date may not always be at the top of your mind. However, doing so can help save your loved ones time and stress following your death or disability and help ensure that your assets are allocated accord
How Long Should You Keep Your Statements?
How long should you keep your statements? A common question with many answers, it depends on who the statement is coming from, how often is a statement sent, and how you use the information stated.
Rediscover Your Finances
Over the years, you have heard advice to diversify or not to put all of your eggs in one basket. With the changing markets and worldwide economy—where does your portfolio stand? It’s time to rediscover your finances.
September is Life Insurance Awareness Month
Life Insurance can buy loved ones time to grieve. It can pay off debts and loans, keeping surviving family members in their homes, and pre-fund a child’s college education. It can provide a stream of income for a family to live on for a period of time. It
The Power of Dividends
There are two types of distributions that mutual funds may make to shareholders each year, ordinary dividends and capital gains.