Wells Fargo

Evans Watts & Henshaw Wealth Management Group

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.




 

 


 
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

Business Builder or Time Waster?

In a recent survey, 94% of marketers reported they are using social media to publicize their businesses, and small business owners, too, were willing to tout its benefits. This article discusses social media trends for business owners and includes some tips for creating and using social media accounts effectively.

What Is Your Business Worth?

The market for selling small businesses improved slightly in 2011, but buyers still had the upper hand. This article addresses some reasons why a precise professional valuation could be useful for effective business, tax, and retirement planning.

To Convert or Not to Convert? That’s the Roth Question

Many investors may not understand the potential long-term advantages of converting tax-deferred retirement plan assets to a Roth IRA. This article focuses on factors to consider, such as current and future tax implications, avoidance of mandatory distributions, and weighing the current value of assets versus their converted tax-free growth potential.

Understanding Your Social Security Options

About half of all retirees file for Social Security benefits when they first become eligible at age 62, but those who do may be missing out on the potential for higher benefits. This article presents strategies for increasing monthly and lifetime Social Security benefits based on various situations.

More Newsletters →