Your year-end-planning checklist; how to build funds for a sabbatical or other big life change; the perks of delaying retirement; and tips on being a caregiver.

October 2019

A young couple sits at a table with a computer and a notebook to discuss their year-end planning.

Year-End Planning: Your October Checklist

These six actions can help you stay on track to reach your financial goals for 2019.

Five Financial Steps to Help Pursue Your Passion

If you want to take a sabbatical, switch careers, or possibly retire early, consider taking these five steps.

Woman seated on a hill watches hot-air balloons floating in the distance.

A Changing Definition of Retirement Age

Rather than stepping away from the workforce as that 65th birthday approaches, a growing number of professionals are doing the opposite.

A senior female employee reviews a plan with her coworkers.

The Caregiver Crunch: 5 Time-and-Money Coping Strategies

Supporting and caring for loved ones from multi-generations can be overwhelming and exhausting. Here are five tips to help caregivers find a healthy life-balance—for everyone.

A girl rushes to hug her grandfather seated in a wheelchair while her mother watches.

Manage Your Investments Your Way

Our solutions are built for your unique needs.

Lifescapes is designed to provide you with insight from Wells Fargo Advisors on topics ranging from investing to lifestyle.

Visit the Lifescapes site

ATTENTION: THIS EMAIL MAY BE AN ADVERTISEMENT OR SOLICITATION FOR PRODUCTS AND SERVICES.

For additional information regarding our electronic communication policies, visit
https://www.wellsfargoadvisors.com/disclosures/email-disclosure.htm.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade® and Intuitive Investor® accounts are offered through WFCS. 1 North Jefferson, St. Louis, MO 63103.

Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third-party websites.

CAR-0919-01654

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