Author Archives: Karen Wimbish

Are you saving for something as opposed to for someday?

National Save for Retirement Week has gotten me thinking about my own savings journey, especially when I was in my late 20’s – the age of today’s millennials. I have always been a saver, but in my early working days, … Continue reading

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My 40th high school reunion: reflecting on the passage of time

What a difference a significant passage of time can make! I recently attended my 40th high school reunion – the last one I went to was my 20th, and there’s a lot that happens in a 20 year span. While … Continue reading

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Millennial survey results: Pick up your savings pace

Today, we released the Wells Fargo Millennial Study on how this generation looks at money and their future. While 80 percent of millennials, ages 22-33, say the Great Recession taught them they have to save “now” to survive economic problems … Continue reading

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My runway is getting shorter every year

Having just celebrated another birthday, I continue the march toward my own retirement date. As it draws a little closer each year, and given my role at Wells Fargo in retirement, this next phase of my life is occupying more … Continue reading

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A financial lesson do over

If you are in a two income family with young children, I don’t have to tell you that life can be frenetic! My husband and I both worked while our two children were growing up, and that time just blew … Continue reading

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My 2014 challenge

I spent the day after Thanksgiving giving my office a thorough, long overdue cleaning. It was awful, I have to admit. But in going through my bookshelf, I came across Elizabeth Bradford’s book, The Painted Journal. This book was given … Continue reading

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Healthcare and retirement

Sometimes I feel that the more I learn about this phase of life traditionally referred to as “retirement”, the less confidence I have about realizing my hopes and dreams for this next phase of my life. I say that primarily … Continue reading

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A life lesson for just a dollar

Among the required skills that we have in life, I am convinced that one of those needs to be the ability to manage money – budgeting, saving, spending, and hopefully one day investing. And I believe that the earlier we … Continue reading

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Affluent women making more money, but is confidence following?

Today we released a new survey on affluent women between the ages of 40-69 that reveals their perception of wealth, investing and retirement. What was most encouraging was that affluent women incomes are trending higher with 44% saying they earn … Continue reading

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Stepping out of my comfort zone

Do you remember when you were young and a year seemed like an eternity? Time was not something I viewed as a precious commodity when my whole life lay ahead of me. As I have aged, however, time is becoming … Continue reading

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