Client Resource Center

Links to timely, topical articles and information

**NEW** Staying focused on what’s important in the new year – steps to take to help prepare for the year ahead. Read More



**NEW** Wells Fargo Investment Institute 2024 Outlook – A pivotal year for the economy and markets. Read More

Social Security and your Retirement. Read More



2023 End of Year Tax Planning Guide. Read More



Wells Fargo Investment Institute - The ascent of generative AI - What investors should know. Read More



Can I retire early? Your ability to enjoy an early retirement could depend on how soon you identify and address any gaps you may have in your plan. Read More




Wells Fargo Investment Institute - 2023 Mid Year Outlook - Navigating end-of-cycle turbulence. Read More


What to keep, where to store, and when to shred - A guide to safekeeping and managing paper records. Read More



SECURE Act 2.0: What you need to know about new retirement savings and distribution rules - Read More




Estate planning strategies: 5 actions to consider now
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Making the most of your retirement income plan
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Estate Planning: When and Why 
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Margo Shepard named as Forbes Top Women Advisors in 2022
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Investing for a longer life - Will you be ready for what's ahead?
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Margo Shepard named as Forbes Top Women Advisors in 2021
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Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

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