Todd Calamita

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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4 Keys to Navigating the Initial Shock of Divorce

When you and your spouse make the decision to go separate ways, your entire world may feel like it’s falling apart. Divorce isn’t an easy transition, and there are many decisions you have to make, whether it’s your finances, your home, and even your children. Divorce affects everything and everyone involved, but you should know …

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4 Steps for Saving and Planning for Your Kid’s Education

Creating a financial plan is often seen as a self-indulgent act, but the act can be quite misunderstood. Sometimes, trying to attain some financial security isn’t just for that one person but also the beneficiaries and people that they love. For parents, that’s certainly their children. One of the biggest challenges that your child will …

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