Year-End Tax Planning Ideas

Our latest Practical Planning Article has been posted! Please visit our "Practical Planning" page for information on items to wrap up as we approach December 31st.

ALERT! For Your Information

Social Security Benefits will receive a 2.8 percent Cost-of-Living Adjustment for 2019

Please visit the “Market Hot Topics” page in our “About Us” section for additional information.


Medicare open enrollment begins October 15, 2018 and runs through December 7, 2018 for changes to take effect January 1, 2019.

During open enrollment, you have the opportunity to change from “original” Medicare (Part A & B) to a Medicare Advantage Plan (Part C), you may change from a Medicare Advantage Plan back to “original” Medicare, you may switch from one Medicare Advantage Plan to another, you may join a Medicare Prescription Drug Plan (Part D), you may switch from one Medicare Prescription Drug Plan to another, or you may drop your Medicare Prescription Drug coverage completely. 

Take this time to review your current coverage, and compare your Medicare Advantage Plan options, Medicare Supplemental Insurance plan options and Medicare Prescription Drug coverage options. 

For more information please visit:

The Consiglio Wealth Management Group of Wells Fargo Advisors

Thank you for visiting our website where you will find a wealth of information about who we are, and what we do for our clients.  Feel free to explore the many resources we have available on our website – including periodic market and economic updates and research by our strategists with the Wells Fargo Investment Institute, and timely articles written by our very own Financial Advisors and Financial Consultants. 

You can learn more about our investment planning approach and the services we provide our clients in the “About Us” section(s).  We invite you to check our calendar for upcoming seminars and special events.  If you are not yet a client and would like to attend any of our upcoming educational seminars, then please contact our office to make a reservation.    We would be happy to have you join us.

If you have any feedback about our website or suggestions for information you would like to see, please let us know!

We hope you visit again soon.


Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.