Wachovia Securities

Managing Money - Managing Risk

Our Mission

Our mission is to develop and maintain long-term client relationships with successful individuals and their families, organizations, and institutions by providing superior client service and achieving attractive portfolio returns for our clients. Our vision is to be the most sought-after investment consultant team in the region with the establishment of a finely-tuned team of knowledgeable professionals committed to helping you prosper. Our values of honesty, professionalism, and personal fulfillment will govern our recommendations, communications, and dedication to helping you succeed financially. More...

SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE This information is intended for use only by residents of AK, AL, AR, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI, and WV. Securities-related services may not be provided to individuals residing in any state not listed. Insurance-related services may not be provided to individuals residing in any states other than FL, GA, NC, PA, TN, VA. The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Wachovia Securities does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

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

More Calculators →

Newsletters

Happy Birthdays?

The road to retirement winds through several birthdays that affect most Americans’ retirement benefits and tax circumstances.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to own take advantage of the tax benefits of 529 plans.

More Newsletters →