In this Wealth Planning Update:
The months of May and June are a time when many of us celebrate the new college graduates in our lives. But after years of academic rigor, our thoughts quickly shift to the practical for these young adults. During this time, the questions in many new graduates’ minds include, “What’s next?” and, “With student loans, monthly living expenses, and the grind of a new job, how do I begin to plan my financial future?” Here are ten tips that we would like to offer new graduates to help guide them towards a financially successful path.
Our advice can help you to build your financial future in a proactive manner rather than having to react later in life when you may have less time to catch up on your savings or to pay down debt. Your college years required drive and determination—applying those same qualities to your financial future can pay off as well!
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Wells Fargo affiliates may be paid a referral fee in relation to clients referred to Wells Fargo Bank, N.A.
Wells Fargo Bank, N.A. (the “Bank”) offers various advisory and fiduciary products and services. Financial Advisors of Wells Fargo Advisors may refer clients to the bank for an ongoing or one-time fee. The role of the Financial Advisor with respect to bank products and services is limited to referral and relationship management services. The Bank is responsible for the day-to-day management of non brokerage accounts and for providing investment advice, investment management services and wealth management services to clients. The Financial Advisor does not provide investment advice or brokerage services to Bank accounts, but does offer, as applicable, brokerage services and investment advice to brokerage accounts held at Wells Fargo Advisors. The views, opinions and portfolios may differ from our broker dealer affiliates. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. Wells Fargo affiliates may be paid a referral fee in relation to clients referred to Wells Fargo Bank N.A.
The information and opinions in this report were prepared by Wells Fargo Wealth Management. Information and opinions have been obtained or derived from sources we consider reliable, but we cannot guarantee their accuracy or completeness. Opinions represent Wells Fargo Wealth Management’s opinion as of the date of this report and are for general information purposes only. Wells Fargo Wealth Management does not undertake to advise you of any change in its opinions or the information contained in this report. Wells Fargo & Company affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report.
Wells Fargo and Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared. CAR-0616-03892
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