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Read more: Bank of America Benefits Package 2026
Bank of America employs over 15,000 people in the Charlotte area.1 As a financial advisor in Charlotte—and the husband of a former Bank of America…
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Read more: Wise Money Management
My clients always ask me how I manage my own money as if it’s a secret that I keep to myself. The thing about wise…
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Read more: Divorce Settlement Mistakes We See
Divorce is hard enough, but these 5 common divorce settlement mistakes can make it even harder. Here’s what you can do to avoid these common…
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Read more: Things To Do Before You Resign
If the “Great Resignation” has you job shopping and dreaming about what a new position would be like, you are not alone. An estimated 4.3…
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Read more: 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…
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Read more: Common Divorce Questions
Going through a divorce is a life-changing event that you’re never quite prepared for. No matter how much time you spend researching and planning, it…
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Read more: You & Your Ex-Spouse Might Never See Eye to Eye (and That’s Okay)
Navigating divorce is one of the hardest challenges in life—it may even seem debilitating at times. Between the loss of a relationship you never thought…
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Read more: Tax Planning Strategies for Wells Fargo Employees
Working in the financial industry, Wells Fargo employees know better than most that planning ahead is key to making the most of their finances, but…
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Read more: Top 10 Tax Planning Strategies to Maximize Your Savings
In 2020, the IRS issued over 126 million refunds, accounting for 74% of all tax returns filed.1 Considering the vast majority of Americans are still…
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Read more: 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…
