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Habits that help women investors succeed

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By Wells Fargo Advisors Intuition. Patience. Discipline. A desire to learn. These are traits many women naturally possess and that can lead to confident decision-making and courageous accomplishments.  They’re also the foundation that can help build a sound investing strategy. Perhaps you bootstrapped your own business, broke through the glass ceiling, managed the home front,…

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Help Protect Your Finances in a Natural Disaster

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From blazing wildfires and floods to hurricanes and tornadoes, natural disasters make front-page news whenever and wherever they happen. Less headline-worthy are the financial repercussions that follow, which tens of thousands of people are dealing with right now. These types of tragedies are unavoidable – the most you can do is prepare to minimize the…

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Your Estate Planning Checklist: 10 Documents to Get Started

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If you’ve been dragging your feet when it comes to estate planning, you aren’t alone. According to a 2017 survey by Caring.com*, nearly six out of 10 American adults lack even basic estate-planning documents. Even if you’ve put some documents together, are you sure you have what you need?  “Anyone who has assets needs to…

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What to Expect as an Executor or Trustee

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Being asked to serve as an executor or a trustee for an estate is certainly an honor, but it’s also a considerable responsibility. And knowing and understanding those responsibilities can help you be prepared. Many people don’t realize what they are taking on and all the duties required, says Lisa Montano, an estate planning strategist…

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Your Estate Planning Checklist: 10 Documents to Get Started

in Business/Contributors/Wells Fargo Advisors by

If you’ve been dragging your feet when it comes to estate planning, you aren’t alone. According to a 2017 survey by Caring.com, nearly six out of 10 American adults lack even basic estate-planning documents. Even if you’ve put some documents together, are you sure you have what you need?  “Anyone who has assets needs to…

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