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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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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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.
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
More Calculators>>>
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Home Equanimity
The contraction of the housing market has caused many people to take a second look at the way they view their homes.
A Question of Identity
The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.
Getting the Right Mix
Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.
Get to Know Your Beneficiaries
It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.
More Newsletters>>>
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September 09, 2010 @ 04:20 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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