Wells Fargo Advisors Financial Network

Are You Ready To Go Pro With Your Financial Future?

 

The only constant in life is change. From birth to adulthood, from just starting out to entering retirement, from one generation to the next - your needs change as your life evolves. There are new challenges and opportunities around every corner.

Our team is comprised of experienced professionals who can help you identify and articulate your dreams and priorities. We particularly enjoy guiding clients through complex financial markets and explaining sophisticated investment strategies in meaningful terms.

At Wentz Financial Group, we never lose sight of whose trust is placed with our practice.

 
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Lease Payment

How much would your monthly lease payment be?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

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This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

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Market Watch

February 23, 2012 @ 03:27 AM

Dow Jones Industrials 12,938.67- 27.02
Nasdaq Composite 2,933.17- 15.40
S&P 500 1,357.66- 4.55
10 Year Treasury Note 2.01- 0.04
Wilshire 5000 14,263.27- 54.25

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