Wells Fargo

What is an HSA account? A Health Savings Account (HSA) is a personal savings account that works in tandem with an HSA-compatible health plan, such as a high deductible health plan (HDHP). If you work at Wells Fargo, this means you must be enrolled in the Wells Fargo HDHP to be eligible for an HSA

One of the most significant, and often confusing, elements of an employee’s benefits package is equity compensation. For Wells Fargo employees, this comes in the form of restricted share rights (RSRs). Between understanding what they are and how they are taxed, RSRs can quickly complicate your financial plan. If your head is swimming, you’re not

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

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 they are still not immune to overpaying in taxes.  That is why we pulled together tax planning strategies for Wells Fargo employees! In 2020 alone, the IRS issued over 126 million

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

Wells Fargo employs over 27,000 people in the Charlotte area. (1) 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 article, I’ll walk you through some simple ways to optimize your benefits, so you can make sure you’re making