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Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Split-Dollar Life Insurance

Life Insurance for Business Owners

Business Owner Policies

Property and Casualty Insurance

Disability Income Insurance for Business Owners

Why Purchase Life Insurance?

If you have a family who relies on your income, it is important to have life insurance protection.

Last-Survivor Life Insurance

Indexed Annuities

Retirement Plan Distributions

Traditional IRAs

401(k) Plans

Managing Retirement Plans

Save Now or Save Later

Roth IRAs

What Key Estate Planning Tools Should I Know About?

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Living Trusts

Avoiding Probate

Charitable Giving

Controlling the Distribution

Paying Estate Taxes

Benefits of A-B Trusts

Gifting Strategies

Charitable Lead Trusts

Charitable Remainder Trusts

Wealth Replacement Trusts

Family Limited Partnerships

Property Ownership

529 Plans

History of the Federal Estate Tax

Term Life Insurance

Whole Life Insurance

Universal Life Insurance

Variable Life Insurance

Auto Insurance

Insurance Claims

How Can I Maximize My Insurance Benefits?

Several factors could undermine the financial security provided by the proceeds of your life insurance policy.

Insuring Your Future

Protecting Your Home

Assessing Disability Income Insurance

Types of Health Coverage

Additional Liability Coverage

HMOs and PPOs

Evaluating Insurance Companies

Long-Term Care Costs

Medicare Coverage

What Are Some Tips for Managing My Money?

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

How Long Will It Take to Double My Money?

Before making investment decisions, it is helpful to determine the real rate of return on the investment.

What Cash Management Tools Are Available?

Short-term cash management instruments can help you establish a sound cash management program.

College Financial Aid

How Does Inflation Affect Me?

Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

Types of Bonds

Bonds

Bond Ratings

Stock Indexes

What Investment Risks Should I Know About?

Understanding different types of investment risk can help investors manage their money more effectively.

Asset Classes

Asset Allocation

College Investment Options

Dollar-Cost Averaging

What Is Tax Deferral?

There can be a substantial benefit to deferring taxes as long as possible.

Tax Deductions

Tax-Advantaged Alternatives

Tax Strategies for Retirement Plans

Tax-Free Investments

Planning Options

Future of Social Security

Social Security Income

Self-Employed Retirement Plans

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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