The Trippel Group of Wells Fargo Advisors

 

Our Mission:

The Trippel Group of Wells Fargo Advisors strives to provide the most comprehensive and sophisticated financial advice available when managing assets for institutional and individual clients worldwide.  Our goal is to help people reach their financial goals, whether to fund their retirements, to provide for the education of their children, or simply to help improve their lifestyles.  We know what's behind the money you've earned.  That's why all our investment experience, capabilities and resources are focused on one objective - to help you invest wisely.  Our mission is to provide our clients with professional service and advice at a level to help them achieve the security to pursue their dreams. 

 

Welcome to our Web site, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals.  In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more. 
 

We created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation.  Most importantly, we hope you see the value of working with us to pursue your financial goals.

We hope you take advantage of this resource and visit us often.  Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.




 

 


 

 
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Disability Income Insurance

How much Disability Income Insurance do you need?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Newsletters

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

More Newsletters →