Alderman Laney Wealth Management Group of Wells Fargo Advisors

Wells Fargo Advisors

Alderman Laney O'Brien & Holt Financial Consulting Group of Wells Fargo Advisors is a financial practice within Wells Fargo Advisors, working with a select group of individuals, families, and businesses.  Our team takes a flexible and personalized approach to managing and growing our clients' portfolios.  We work with our clients to develop and implement customized investment and wealth strategies that are tailored to their particular needs and objectives and that can help them to achieve their short- and long-term goals. 

The investment plans and policies that we create establish a foundation for the ongoing process of evaluating our client's needs.  We understand that having money is one thing, but preserving it is another.  We work with our clients to help preserve their wealth, to achieve their unique vision of success and build a legacy that matters to them.

We created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.


 

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

More Newsletters →

May 22, 2012 @ 07:15 PM

Dow Jones Industrials 12,502.81- 1.67
Nasdaq Composite 2,839.08- 8.13
S&P 500 1,316.63+ 0.64
10 Year Treasury Note 1.79+ 0.06

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.