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Hank Wilson CFP, ChFC, CLU, LUTCF, AAI
Two Penn Center Plaza Suite 200
Philadelphia,
PA 19102
Phone: 877-GET-HANK (438-4265)
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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
More Calculators>>>
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HOT TOPIC: Moving Forward from the Credit Crisis
On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.
Protection for a Price
Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.
Save the Date
There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.
Don't Forget the World
If your portfolio doesn't include some global equities, it may be missing a key dimension.
More Newsletters>>>
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July 30, 2010 @ 07:40 PM
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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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