Todd Calamita

wells fargo manager

So You Just Got Promoted to Be a Wells Fargo Manager – Now What?

Landing a promotion to Wells Fargo manager is an incredibly exciting accomplishment, but it can also be overwhelming, especially if you aren’t properly trained for the position. Globoforce reports that 93% of managers need additional leadership training,1 setting both the leaders and their Wells Fargo team members up for a difficult transition.   As a firm …

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Bank of America Employees’ Financial Mistakes – Top 9 List

After years of working with Bank of America employees (and being married to a former one), I’ve seen some patterns. These patterns are certain financial planning challenges that pop up time and time again. As a firm, we have grown adept at understanding how these challenges affect Bank of America employees and how to best …

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Financial Planning Mid-Divorce

Financial Planning Mid-Divorce: A Case Study

No one says “I do” with the expectation that one day they’ll be signing divorce papers. Regardless of how it happens, it can be shocking for any woman to experience the transition into becoming suddenly single. And for many women, divorce or widowhood presents many challenges, both emotionally and financially. The truth is, divorce affects …

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The Top 10 Financial Mistakes I See Wells Fargo Employees Make

After years of working with Wells Fargo employees (and being married to one), I’ve seen some patterns—certain financial planning challenges that pop up time and time again. As a firm, we have grown adept at understanding how these challenges affect Wells Fargo employees and how to best address them. Take a minute to look through …

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Financial Planning and Investment: A Four-Step Guide

Retirement goes hand-in-hand with financial planning and investment. This is because managing and growing your money properly is key to achieving your financial goals and fulfilling your desires. Whether you prioritize exploring your interests or enjoying more time with your family after quitting work for good, here are the four steps you should take to …

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