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What Wells Fargo Customers Need to Know
September 6, 2017

If you have a relationship with Wells Fargo Bank, including: Auto Loans, Mortgages, Credit Cards, Checking Accounts, Savings Accounts or a Merchant Account, here’s what you need to know: Auto Loans: Check your loan statement(s), not just the current one, and look for late charges, particularly when you’ve been paying…

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Ask Yourself These Questions About Life Insurance
August 28, 2017

If you already have a life insurance policy, you might feel slightly annoyed when people ask you about it. You’ve already purchased a policy, and no one wants to dwell on boring financial contracts or their own mortality. That’s understandable. But unless you are familiar with the details of your…

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Take a Closer Look at Your Paycheck
August 21, 2017

About every two weeks, payday rolls around once again. So much of our financial lives have become automatic routine in our minds, that we simply pay bills once that check arrives and then forget about it for two more weeks. But there’s more to learn about your paycheck than you…

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Tax Treatment of Annuities
August 13, 2017

Throughout your retirement planning process, you will probably start to talk to friends or relatives who have already experienced this major life change. It’s a good idea to get input from those with experience. But you’ll probably notice something interesting: Each of these people accomplished (or didn’t accomplish, as the…

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