Plan Now for a Smooth Transition into Wells Fargo Employee Retirement You’ve worked hard in your career at Wells Fargo. You are reaching Wells Fargo employee retirement. It’s time to review plans, choices, and important actions to make sure you can enjoy this phase of your life and reap all that you’ve invested. This article …
Wells Fargo Employee Retirement: 5-Step Checklist Read More »
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 …
Does Wells Fargo Offer a Health Savings Account (HSA)? Read More »
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 …
Everything You Need to Know About Wells Fargo Restricted Share Rights (RSR) Read More »
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 …
So You Just Got Promoted to Be a Wells Fargo Manager – Now What? Read More »
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 …
Tax Planning Strategies for Wells Fargo Employees Read More »
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 …
The Top 10 Financial Mistakes I See Wells Fargo Employees Make Read More »
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 …
How to Maximize Your Wells Fargo Benefits Package Read More »
Not many people can point back to their preschool years and say, “That’s when I knew what I was going to do with my life.” And while I may not have been able to communicate my desire to be a financial advisor at the ripe old age of 4, that’s when my interest in finances …
