Issue No. 7 / November 2012

Minnesotan Jean Iverson looks to her Wells Fargo team to help her craft a unique retirementPhotography by Sean McCormick

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Cover Story

Jean Iverson on her Harley Davidson

Retirement Profile: The Gift of Planning

Dr. Paul Iverson left a tremendous legacy to his wife and children, including faith in the value of thoughtful financial and retirement planning.

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Issue No. 7 Features

From Entrepreneur to Philanthropist

Entrepreneur Ken Birdwell brings the same collaborative, long-term approach to his philanthropy, The Magic Cabinet Foundation, that drove his business success.

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Financial Planning to Fit Your Unique Situation

Your personal story is a key factor in creating a successful financial plan. Help your financial team help you by sharing this information. 

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Personalizing Your Investment Portfolio

Your personal preferences influence what’s in your investment portfolio. But some biases can hold you back from reaching your long-term and short-term financial goals.

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