M. Scott Brown, Financial Advisor - Wells Fargo Advisors

M. Scott Brown, CFP®, Financial Advisor & Vice President - Investments

Welcome to my web site, where you'll find a wealth of information about my capabilities and how I can help you reach your financial goals. In addition, my site offers a wide variety of useful information, including calculators, articles, E-Seminars, a portfolio tracker, and more. I hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.
 
I created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with me to pursue your financial goals. I am here to help educate you about the basic concepts of investment planning, to help you learn more about who I am, and to give you fast, easy access to market performance and data.

I hope you take advantage of this resource and visit my site often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information and I wouldn't want you to miss any developments in the area of personal finance.


 

 


 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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