Author Archives: Karen Wimbish

Women are making great strides

Despite the fact that many of us feel our progress in the workforce has been glacial, women have made great strides over the last several decades. Over the years that I’ve been working, I’ve personally seen many changes firsthand, and … Continue reading

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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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