Wells Fargo Conversations

April 2018

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Simplify Your Wealth Strategies

This spring, revisit your wealth and tax strategies and adjust, as needed, to help you reach your financial goals.
multigenerational family

6 Simple Strategies for the Sandwich Generation

Caring for aging parents as well as children can leave you feeling squeezed. These six strategies can alleviate some of the pressure.

Did you know?

Whether your real estate holdings include a single property or a portfolio, our Real Estate Asset Management team can help you address potential benefits and challenges.

Business and Real Estate

Your Business and Your Estate Plan

business owner and colleagues
Consider these simple steps to help protect your business should the unexpected happen to you.

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Life Transitions

How to Choose the Right Pension Payout Option

illustration of man with several paths
Key considerations — and seven important questions to ask — about your pension.

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Family Dynamics

Listen now! How To Prepare Your Heirs for Success in a Family Business

young businesswoman and mature businesswoman
Seven minutes of tips to help you develop the rising generation to become tomorrow's business leaders.

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Travel

Four Amazing Volunteer Vacations

volcano in Central America
From helping an international community to supporting an environmental cause, explore ways to give back on your next trip.

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Taxes

Does Tax Reform Mean You Can Stop Paying Quarterly Taxes?

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If you have significant income outside of a typical employer paycheck, the answer is probably no.

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Charitable Giving

Donor Advised Funds: Benefits Are Driving Popularity

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This philanthropic tool offers flexibility and benefits that private foundations may not.

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Find insights and inspiration for your finances, your business, your giving, and your life at Wells Fargo Conversations.
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