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Hank Wilson CFP, ChFC, CLU, LUTCF, AAI
7315 Oak Lane Rd
Elkins Park,
PA 19027
Phone: 215-924-0173
FAX: 866-342-1702
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Welcome to the The Wilson Financial Group Web site. Our company believes that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals and we propose to do this in a Socially Responsible way.
This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail us at info@thewilsonfinancialgroup.net or call 215-924-0173
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Financial IQ Test
Take this quick quiz to find out your Financial IQ
More Calculators>>>
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Bring Your Life Insurance Home From Work
Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.
Put It in Writing
A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.
Balancing Stability and Growth
An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.
Investing in the Future
Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.
More Newsletters>>>
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May 22, 2012 @ 12:39 AM
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Educate
yourself on a variety of
financial topics. |
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A host
of financial tools to assist you. |
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Timely Newsletters to help you stay current. |
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Animated presentations to help you learn and decide. |
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Manage your taxes and prepare for the upcoming tax season. |
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Financial terms from A to Z.
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