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Financial Health

Financial Health
A tablet on a stand is on a desk along with a clipboard, calculator, and receipts. A man holds a receipt in his right hand while in the foreground a woman holds a tax record with both hands.

6 tips to avoid another tax surprise in 2020

Financial Health

6 tips to avoid another tax surprise in 2020

Whether you received a smaller refund or a larger tax bill than expected, now’s the time to help prevent a repeat result in 2020, say Wells Fargo wealth planners.

Financial Health
Wells Fargo Advisors’ Ron Long is on the right in a blue suit with Joe Borg on the left in a grey suit and holding a briefcase. They are talking while walking on a street.

Helping clients protect their financial resources

Financial Health

Helping clients protect their financial resources

Wells Fargo Advisors team members work to help seniors by managing risk and putting safeguards in place.

Financial Health
A couple stands on the shore of a mountain lake. To their left, there is a checklist of relationship milestones: Travel together. Meet the family. Discuss finances.

Love’s milestones: travel, money, and meeting the family

Financial Health

Love’s milestones: travel, money, and meeting the family

A new Wells Fargo survey shows how millennial couples bond over travel, family, spending habits, and credit card points.

Financial Health
Story Type Indicator - video. Army veteran Marlene Rodriquez stands in front of her home in San Antonio, Texas, which was donated to her by Wells Fargo. She is wearing a baseball cap, heavy blue jacket, blue jeans, and a blue shirt.
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From survivor to mentor: Veteran shares her journey

Financial Health

From survivor to mentor: Veteran shares her journey

Purple Heart recipient Marlene Rodriguez overcame trauma and despair by embracing sports, fitness, and faith. Now she mentors and brings hope to other veterans.

Financial Health
electronic screen charting stock performance data

4 tips for investing in volatile markets

Financial Health

4 tips for investing in volatile markets

Market volatility continues after 2018 ended with record equity lows. Darrell Cronk of Wells Fargo Investment Institute surveys the way forward in 2019.

Financial Health
A person in a dress coat reaches out their hand, as if offering assistance

Responding to the shutdown, one customer at a time

Financial Health

Responding to the shutdown, one customer at a time

As a growing number of customers find themselves in a financial jam amid the partial government shutdown, Wells Fargo has mobilized to help meet their financial needs.

Financial Health
Photo of man petting in chair petting dog on the beach

5 tips to help prepare for your retirement

Financial Health

5 tips to help prepare for your retirement

Savers with a “planning mindset” have bigger nest eggs and were more likely to report “thriving” lives overall, according to the latest Wells Fargo Retirement Study.

Financial Health
Story Type Indicator - video. Graphic title states
video

Questions loom for an aging economic cycle

Financial Health

Questions loom for an aging economic cycle

As the current economic expansion approaches the longest on record, Wells Fargo economists provide their domestic and global outlooks for 2019.

Financial Health
A man and woman appear to be out shopping for the holidays. They are dressed in heavy coats and scarves. She is also wearing a red stocking cap. He is holding a smartphone; both are smiling at it. She holds a credit card.

5 tips for maximizing your credit card rewards this holiday season

Financial Health

5 tips for maximizing your credit card rewards this holiday season

From earning welcome bonuses to redeeming your points for charitable donations, credit card users have a variety of ways to get the most from their card rewards during the holidays.

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