Wells Asset Management

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

What Is My Net Worth? Get a snapshot of your overall financial picture by calculating your total net worth.

A few strategies that may help you maximize your Social Security income.

Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Have you used a junk-drawer approach to manage your investments?

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Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

College Savings See how much you may need to save now to cover future college costs for your child.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

Simple 401k See how increasing your 401(k) contributions today could affect your balance at retirement.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Credit Card Payoff Find out how long it may take to pay off a credit card balance and what it costs in interest.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Taxable vs. Tax-Deferred Savings Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Should I Buy or Lease an Auto? Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Learn the language of life insurance.

Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Value vs. Growth Investing Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.