Making the most of your retirement plan
| Spring 2011 |
| No matter your age, make retirement planning a priority Whether you're in your 20s and think you have all the time in the world, or you're approaching 60 and starting to seriously consider retirement, you'll be in a better position to leave the workforce for good if you start planning now. |
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What's your money personality?
If you could place your money management habits on a spender vs. saver scale, which way would it tip? You may not have an immediate answer. Or it could be a touchy subject. But knowing your money personality can help you improve your finances and save wisely for your future. |
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When does it pay to buy a home? Homeownership has been viewed as the realization of the American dream. Buying a home is often a good financial move if you have a stable income, decent down payment, expect to live in the home for a number of years, and purchase wisely. |
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Make the most of your tax refund According to the IRS, in 2010 more than 107 million taxpayers received a refund, averaging $2,887. If you receive a tax refund this year, how can you make the most of it? |
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| Click here to view short age-based videos to help you with your retirement planning strategy. |
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| There's 2% more in your paycheck: Use it to your advantage |
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| Many workers are getting an additional 2% in every paycheck this year. |
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| How do bonds and bond funds differ? |
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| Bonds are essentially loans to corporations and municipalities in exchange for interest payments and repayment of the amount you invested, called the principal. Bond funds are pools of money from many investors that invest in bonds. Yet bonds and bond funds act very differently within an investment portfolio. |
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| How do people spend their tax refunds? |
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| Here are the results from the National Retail Federation® 2010 Tax Returns Consumer Intentions and Action Survey. |
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PLAN ENJOY |
ESPAÑOL ¡Lea la versión en español de Tu ventaja! Podrá encontrar la revista, Tu ventaja por Internet en http://newsletter.wellsfargoretirement.com/tu_ventaja. |