Our Resources
As you progress through life, change is inevitable. The Pidgeon Group of Wells Fargo Advisors has the experience and resources to guide you along the way. Whether the event is a job change, marriage, birth of a child, retirement, or divorce, illness, death of a family member, we are here to represent your unique best interests.
Provided below are resource links to aid friends and family in understanding our services.
For Individuals and Families
- 10 Beneficiary Designation Tips (Website)
- 529 Savings Plan (PDF)
- Annuities (Website)
- Be prepared. Important planning steps for various life stages and events (Website)
- Borrowing Products and Solutions (Website)
- College Savings Plans (Website)
- Disability Insurance (Website)
- Discussing Investments with Your Spouse or Partner (Website)
- Discussing Your Estate Plan with Family (Website)
- Divorce – 7 Financial Considerations for Remarriage (Website)
- Divorce - Home (Website)
- Ensuring your will or trust is up-to-date (Website)
- Estate Planning Basics (Website)
- Family Conversations (Website)
- Getting More From Charitable Giving (Website)
- Insurance - Home (Website)
- Insurance Planning – Home (Website)
- Investing Tax Center (Website)
- Job Change – Managing Retirement Plan Savings When Leaving a Job (Website)
- Life Insurance (Website)
- Long-Term Care Insurance (Website)
- Loss of a Loved One (Website)
- Marriage - Home (Website)
- New Baby - 6 Financial Tips for a Growing Family (Website)
- Older Adult Scam Prevention (Website)
- Organizing Your Important Financial Information (Website)
- Saving for College (PDF)
- Scams and Cyber Threats (Website)
- What to know about funding a trust (Website)
- Women and Investing - The Strength of Women Investors (PDF)
- The Envision Process (PDF)
- How affluent women stay focused and plan for the future (PDF)
- Four Steps of Successful Investing (PDF)
For Young Investors
- 60-day rollover rule (PDF)
- Basic Investing (Website)
- Borrowing Products and Solutions (Website)
- Building Credit (Website)
- Discussing Investments with Your Spouse or Partner (Website)
- Family Conversations (Website)
- Financial Education 101 (Website)
- Marriage and Money - budgeting your wedding and merging money (PDF)
- Paying Down Debt vs. Investing (Website)
- Protecting Your Financial Life (Website)
- Saving and Budgeting (Website)
- Start Early to Save for Retirement (PDF)
- Types of Investments (Website)
- Why Invest? (Website)
- Why Own Bonds (PDF)
- Using Diversification to Help Manage Risk and Return (PDF)
- The Perils of Trying to Time Volatile Markets (PDF)
Planning for Retirement
- 6 Steps Toward Your Retirement Goals (Website)
- 10 Beneficiary Designation Tips (Website)
- Compounding and the Potential Benefits of Starting Early (Website)
- Ensuring your will or trust is up-to-date (Website)
- Estate Planning Basics (Website)
- Fund Your Future Now with an IRA (Website)
- Getting More From Charitable Giving (Website)
- Health Care Directives (Website)
- IRA Comparison and Contribution Limits (Website)
- Managing Retirement Plan Savings When Leaving a Job (Website)
- Organizing Your Important Financial Information (Website)
- Planning As You Near Retirement (PDF)
- Revisit your estate plan in light of potential tax changes (Website)
- How Will The SECURE ACT 2.0 Affect Your Retirement Planning (PDF)
- What to know about required minimum distributions (RMDs) (Website)
- Why Consider Consolidating Accounts? (Website)
- Why consider a Roth conversion (PDF)
- Should you consolidate your retirement assets? (PDF)
- Understanding income annuities (PDF)
- Fixed indexed annuities (PDF)
Living in Retirement
- 10 Beneficiary Designation Tips (Website)
- Discussing Your Estate Plan with Family (Website)
- Ensuring your will or trust is up-to-date (Website)
- Estate Planning Basics (Website)
- Getting More From Charitable Giving (Website)
- Health Care Directives (Website)
- Organizing Your Important Financial Information (Website)
- Managing Your Income in Retirement (Website)
- Managing Your Finances in Retirement (PDF)
- Revisit your estate plan in light of potential tax changes (Website)
- Social Security and Retirement (Website)
- Social Security FAQs (Website)
- Using Annuities in Retirement Planning (Website)
