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Thread: moving stock/irs from Wells Fargo

  1. #11
    Senior Member
    Join Date
    Jan 2011
    That was my thinking, Tybee. I HATE making changes, dealing with

  2. #12
    Senior Member iris lilies's Avatar
    Join Date
    Mar 2013
    I haven’t circled around after condo buying back to looking at my financial picture. I need to now sit down and rework our net worth statement, and work with the Wells Fargo Envision tool. It’s one of those computer programs that predicts how much money you will need in varying scenarios as you get older and etc.
    Last edited by iris lilies; 10-15-20 at 12:19pm.

  3. #13
    Senior Member Teacher Terry's Avatar
    Join Date
    Dec 2013
    We prefer to have limited accounts also. Itís much easier.

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