Wachovia Life Events

Whether you are planning for college, saving for retirement or trying to understand the complexities of Medicare and long-term care insurance, Wachovia Securities realizes that making decisions around these life events can be challenging. These articles will help you get started, but please speak to a Wachovia Securities Financial Advisor to better understand the financial implications of life's major events.

Retirement

Whether you are 22 or 52, learn how life expectancy, withdrawal rates and social security might impact your plans for retirement.

Health and Long-Term Care

Learn more about planning for health and long-term care coverage you may need during your retirement years.

College

Parents and students—find out about strategies to help save and pay for an education.

Major Purchase

It may be your dream to buy a boat, take an extended vacation, or purchase a new home. Wachovia Securities can help you design a plan to help make a major purchase become a reality.

Job Change

If you're thinking of changing jobs, carefully consider your options before making any decisions regarding funds in your employer's retirement plan—the choice you make now can have a significant impact on your retirement savings.

Change in Marital Status

When you have a change in marital status, you should also consider how the change could impact your finances.

Estate Planning

Estate planning is not just for the very wealthy. If you wish to control the distribution of your assets and reduce the tax burden to your heirs, you should have an effective estate plan in place.

Wachovia Securities is not a tax or legal advisor.

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Member FDIC. Only deposit products are FDIC insured.

Wachovia Securities Statement of Financial Condition
Audited - December 31, 2007
Unaudited - June 30, 2007

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Life Events

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