Wells Financial Group, LLC

09/15/2026

Medicare decisions can have a lasting impact on your healthcare coverage and retirement plan.

During Medicare Education Week, take time to understand your options, enrollment periods, and coverage choices so you can make informed decisions with confidence.

09/14/2026

A strong financial strategy isn't just about building wealth. It's also about protecting the people and goals you care about most.

This Life Insurance Awareness Month, take a moment to consider whether your protection strategy still aligns with your needs.

09/11/2026

Twenty-five years after September 11, 2001, the lessons of courage, service, and resilience remain as relevant as ever. This article explores three upcoming television specials that commemorate the anniversary through firsthand accounts, survivor stories, and reflections on a day that changed America forever.

From recreating the timeline of events to bringing together survivors and their rescuers, these television specials— ‘102 Minutes Inside the Towers’ on the History Channel, ‘9/11: United We Stand—25 Years Later’ on ABC and ‘9/11 Reunited’ on National Geographic—honor the anniversar...

09/11/2026

Today, we remember and honor the lives lost on September 11, 2001.

We reflect on the resilience, courage, and unity that emerged in the face of tragedy.

09/09/2026

Everyone wants to strike gold. Few people think about the picks and shovels.

The California Gold Rush created thousands of dreamers, but many of the biggest winners weren't the prospectors. They were the businesses supporting them.

What does that have to do with investing today?

🎥 WATCH NOW: https://youtu.be/7Z7tol-wDwU

In this video, you'll learn:

✅ A powerful investing lesson from the Gold Rush
✅ The difference between getting rich quick and building wealth
✅ Why headline investments aren't always the biggest winners
✅ How "picks and shovels" investments can create opportunity
✅ The importance of a diversified portfolio

Smart investing isn't about chasing every trend. It's about building a strategy designed to stand the test of time.

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Remember: You can always behave your way to wealth.

History offers valuable lessons for investors.During the Californ...

09/07/2026

This Labor Day, we recognize the hard work and dedication that help build families, businesses, and communities.

Wishing everyone a safe and enjoyable holiday.

09/05/2026

401(k) Day is a great reminder that small contributions today can make a meaningful difference tomorrow.

Taking advantage of your workplace retirement plan is one step toward building long-term financial confidence.

09/04/2026

Many investors see a shrinking 401(k) in retirement as a warning sign.
This article explains why it may actually mean your retirement plan is working as intended.

Median 401(k) balances typically peak in workers’ 50s due to higher salaries, catch-up contributions and compounding growth. Balances often decline in the 60s and 70s as retirees withdraw funds, roll over accounts, or meet required minimum distributions. A shrinking 401(k) balance in retirement is...

09/04/2026

Many investors see a shrinking 401(k) in retirement as a warning sign.
This article explains why it may actually mean your retirement plan is working as intended.

09/02/2026

In the latest : As investors reassess risk, strong cash flow and AI spending trends are helping fuel renewed interest in value stocks.
Read the full report here: https://www.wellsadvisor.com/weekly-market-commentary-kf26a