The Watt-Rogers Wealth Management Group of Wells Fargo Advisors, LLC

                                              

Welcome to our Web site, where you'll find a wealth of information
about our capabilities and how we can help you reach your financial
goals. In addition, our site offers a wide variety of useful
information, including calculators, articles, a portfolio tracker,
and more. 

     We hope your visit will help you understand the opportunities
and potential rewards that become available when you take
a proactive approach to your personal financial situation.  

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

     We're here to help educate you about the basic concepts of investment
planning, to help you learn more about who we are, and to
give you fast, easy access to market performance and data.  

     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.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

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