Putting It in Writing

Title reads: Seeking confidence? Write down your goals. On frame one, the text says Investors are significantly more confident they will be able to maintain the lifestyle they want throughout their retirement if they have a written financial plan. Image shows a graph. 43% of investors with a written plan are highly confident. 23% of investors without a written plan are highly confident. On frame two, the text says Yet, a significant percentage of both retired and non-retired investors have not committed to creating a written plan. Image shows a graph. 40% of retirees have a written wealth plan. 37% of non-retirees have a written wealth plan. Source: February 2017 Wells Fargo/Gallup Investor and Retirement Optimism Index.

What can Wells Fargo do for you?

Whether you’re nearing retirement or have already reached retirement, Wells Fargo Conversations offers a diverse blend of content to help provide options for your life’s second act.

Wells Fargo Wealth Planning Center, part of Wells Fargo Private Bank, provides wealth and financial planning services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.

This information is provided for educational and illustrative purposes only.


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