Introduction for Our Resources
Life’s milestones—whether marriage, a new baby, career changes, or retirement—often bring financial questions and opportunities. At The Pidgeon Group of Wells Fargo Advisors, we provide personalized strategies and trusted resources to help you navigate these transitions with confidence. Explore our curated guides and tools designed to protect your future and support your unique goals.
Table of Contents
- Individuals & Families
- Young Investors
- Planning for Retirement
- Living in Retirement
- Changing Jobs
Resources for Individuals or Families
o 10 Beneficiary Designation Tips (Website)
o Annuities (Website)
o Be prepared. Important planning steps for various life stages and events (Website)
o Borrowing Products and Solutions (Website)
o College Savings Plans (Website)
o Disability Insurance (Website)
o Discussing Investments with Your Spouse or Partner (Website)
o Discussing Your Estate Plan with Family (Website)
o Divorce – 7 Financial Considerations for Remarriage (Website)
o Divorce - Home (Website)
o Ensuring your will or trust is up-to-date (Website)
o Estate Planning Basics (Website)
o Family Conversations (Website)
o Getting More From Charitable Giving (Website)
o Insurance - Home (Website)
o Insurance Planning – Home (Website)
o Investing Tax Center (Website)
o Job Change – Managing Retirement Plan Savings When Leaving a Job (Website)
o Life Insurance (Website)
o Long-Term Care Insurance (Website)
o Loss of a Loved One (Website)
o Marriage - Home (Website)
o New Baby - 6 Financial Tips for a Growing Family (Website)
o Older Adult Scam Prevention (Website)
o Organizing Your Important Financial Information (Website)
o Scams and Cyber Threats (Website)
o What to know about funding a trust (Website)
o Women and Investing – The Strengths of Women Investors (PDF)
Resources for Young Investors
o Basic Investing (Website)
o Borrowing Products and Solutions (Website)
o Building Credit (Website)
o Discussing Investments with Your Spouse or Partner (Website)
o Family Conversations (Website)
o Financial Education 101 (Website)
o Paying Down Debt vs. Investing (Website)
o Protecting Your Financial Life (Website)
o Saving and Budgeting (Website)
o Types of Investments (Website)
o Why Invest? (Website)
Resources for Planning for Retirement
o 6 Steps Toward Your Retirement Goals (Website)
o 10 Beneficiary Designation Tips (Website)
o Compounding and the Potential Benefits of Starting Early (Website)
o Ensuring your will or trust is up-to-date (Website)
o Estate Planning Basics (Website)
o Fund Your Future Now with an IRA (Website)
o Getting More From Charitable Giving (Website)
o Health Care Directives (Website)
o IRA Comparison and Contribution Limits (Website)
o Managing Retirement Plan Savings When Leaving a Job (Website)
o Organizing Your Important Financial Information (Website)
o Revisit your estate plan in light of potential tax changes (Website)
o What to know about required minimum distributions (RMDs) (Website)
o Why Consider Consolidating Accounts? (Website)
Resources for Living in Retirement
o 10 Beneficiary Designation Tips (Website)
o Discussing Your Estate Plan with Family (Website)
o Ensuring your will or trust is up-to-date (Website)
o Estate Planning Basics (Website)
o Getting More From Charitable Giving (Website)
o Health Care Directives (Website)
o Organizing Your Important Financial Information (Website)
o Managing Your Income in Retirement (Website)
o Revisit your estate plan in light of potential tax changes (Website)
o Social Security and Retirement (Website)
o Social Security FAQs (Website)
o Using Annuities in Retirement Planning (Website)
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