Saving On Taxes In Retirement
When you plan for retirement and daydream about the next chapter in your life, taxes don’t always come to mind. People usually start thinking about taxes in February, and once their return is filed a month or two later, they put them completely out of mind. However, if you want
How to Choose the Best 55+ Community in Charlotte, NC
Thinking about the next big step in retirement living? Choosing a 55+ community in Charlotte, NC is one of the most important decisions you’ll make for your future well-being, comfort, and happiness. Here’s the thing: The right community is so much more than just a place to live. It’s where
Wealth Management Retirement: Planning for People 50+
Wealth Management Retirement Let’s face it: planning for retirement isn’t just about saving money—it’s about creating a future where you can live the life you want without worrying about running out of cash. That’s why retirement planning matters so much. If you’re over 50 with $1 million or more saved
Optimizing Your Wells Fargo Benefits Package in 2025
Wells Fargo 401k Match Match Wells Fargo employs over 27,000 people in the Charlotte area. As a financial advisor in Charlotte—and the husband of a Wells Fargo employee—I’m acutely aware of the company’s employee benefits package and its nuances. In this updated guide for 2025, I’ll walk you through optimizing
How to Afford a Home in Charlotte: Key Money Strategies [2025]
Thinking about buying a home in Charlotte? If so, you’re not alone, but affording a home in Charlotte has become significantly tougher in recent years, and it’s a trend playing out all across the United States. Not long ago, the path to homeownership followed a familiar script. Save for a
Charlotte Economic Growth: Opportunities & Financial Planning Guide
Have you ever wondered why Charlotte, North Carolina, has emerged as one of the most dynamic economic hubs in the Southeast? Here’s the thing: over the past decade, Charlotte has experienced immense growth in finance, technology, healthcare, and manufacturing, quickly earning its place as one of the nation’s fastest-growing metropolitan
Wells Fargo Employee Benefits: Your Complete 2025 Guide
Wells Fargo Employee Benefits Wells Fargo offers a comprehensive range of employee benefits designed to enhance your life both at work and beyond. Their comprehensive benefits package is available to regular and fixed-term employees regularly scheduled to work at least 17.5 hours per week. Here’s everything you’ll want to know
Wells Fargo 401(k) Match: Boost Your Retirement Savings
Building enough savings for retirement can feel overwhelming. Fortunately, employer-sponsored 401(k) plans help simplify this process—especially when paired with a generous employer match. Among these programs, the Wells Fargo 401(k) match is an outstanding benefit to boost your retirement savings. Want to get the most out of your Wells Fargo
Secure Your Future with Wells Fargo’s 401(k) Plan
Picture this: retirement planning isn’t about just stashing money away. Far from it. It’s building a financial foundation strong enough to carry you comfortably through your golden years. With Wells Fargo’s Employee 401(k) Plan, taking control of your financial future becomes refreshingly straightforward—and highly rewarding. When you join Wells Fargo,