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

Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes

Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators>>>

HOT TOPIC: Don't Risk an IRA Rollover Mistake
A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

Love and Marriage and Retirement
More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Making Moves to the Money Market
Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Municipal Haste
Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

More Newsletters>>>