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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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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
Lease Interest
What's the interest rate on the lease you're considering?
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
More Calculators>>>
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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.
Retaining MVPs with Executive Bonus Life Insurance
An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.
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.
Ways to Save More
About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.
More Newsletters>>>
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January 27, 2012 @ 08:32 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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