Jim Stark Financial AdvisorWells Fargo Advisors, LLC Asset Management Investment Planning

Wells Fargo Advisors, LLC

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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February 20, 2012 @ 02:28 AM

Dow Jones Industrials 12,949.87+ 45.79
Dow Jones Transportation 5,239.52- 23.58
Dow Jones Utilities 452.60- 0.04
Nasdaq Composite 2,951.78- 8.07
S&P 500 1,361.23+ 3.19
S&P Mid-Cap 400 984.60- 1.44
NYSE Composite 8,114.51+ 22.32
AMEX Composite 2,441.26- 6.98
10 Year Treasury Note 2.01+ 0.02
Wilshire 5000 14,331.22+ 22.29

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