In Your 20s

It’s often hard for people in their 20s to decide on what your financial priorities are. There’s more than a few financial responsibilities, from worrying about a first home to repaying school debt. Is it a stretch to think about saving when you need to repay school debt? You may feel you have your whole life to save for retirement, so why start now? If you have been thinking about these questions, you are in a similar spot to a lot of people who are in these first 10 years of establishing their careers.

If we can help you address these questions, give us a call or contact us.

What type of IRA should I have: traditional or Roth?

How can I learn more about investing?

Do I pay down my debt or fund my 401(k)

Now that I have started my first job, what benefits should I apply for?

“Don’t trade what you want the most for what you want at the moment.”
Elizabeth Mannen Berges, Managing Director – Investments, Mannen Financial Group of Wells Fargo Advisors

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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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