May 12, 2025

Donor-Advised Funds The way people give to charity has undergone a dramatic shift, and one innovation is leading the transformation—Donor-Advised Funds, or DAFs. But what’s causing so many modern philanthropists to gravitate towards these powerful charitable tools? Decoding the Donor-Advised Fund Phenomenon Think of a Donor-Advised Fund as your personal charitable savings account established within […]

Wells Fargo Employee Benefits When it comes to planning for your future, one key aspect that’s often overlooked is keeping your beneficiary designations current and accurate. These designations control who receives your assets when you’re gone, regardless of what your will says about these specific accounts. Let’s walk through how beneficiary designations work across different

Wells Fargo Beneficiary Designations Picture this—after years of disciplined saving and strategic investments, you’ve accumulated assets housed with institutions like Wells Fargo. You’ve done the hard work, but have you answered this critical question: Who inherits these assets if life tosses an unexpected curveball your way? That’s where beneficiary designations take center stage, swiftly and