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Thread: moving stock/irs from Wells Fargo

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

  2. #12
    Senior Member iris lilies's Avatar
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    Mar 2013
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    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
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    Dec 2013
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    We prefer to have limited accounts also. It’s much easier.

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