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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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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
More Calculators>>>
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Are Consumers Holding the Keys to a Better Economy?
Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.
Never Retire? Don't Count on It
In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.
Deciding When to Begin
Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).
HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay
The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.
More Newsletters>>>
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February 07, 2012 @ 06:11 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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