50 to 65

In your 50s and 60s, retirement is more than a distant goal. What keeps you awake at night? You may be thinking about what you have and whether you have done enough to get ready for retirement. What will it all mean? Will you have the time to get there – “there” is the point at which your worries recede and your plan takes over.

Sharpening the focus on what it will mean to retire is exciting for some and scary for others. You have questions – so many questions – about what the future holds. It may be a good time to engage in our planning process. We listen, understand and help solve problems. Please call or contact us.

What options are there for my 401(k)?

Am I on track to retire when I intend to?

Should I be purchasing life insurance?

What’s involved with serving as power of attorney for my parents' finances?

Should I regularly update my Will & Trust?

Should I pay off my debts early?

“Learn what your relationship to money is and get empowered to make the changes you’d like to make.”
Elizabeth Mannen Berges, Managing Director – Investments, Mannen Financial Group of Wells Fargo Advisors

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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