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P.O. Box 523
1107 S. Huntington St., Suite A
Syracuse, IN 46567

Wilson Group

866-898-4592

 
Surprise! You’ve Got Money! When the Unexpected Becomes Reality RE: Retirement 18 Years Worth of Days

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Thank-you for considering the Wilson Group-4 Generations of service!

Helpful Content

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Thanks Mom

Thanks Mom

It turns out Mom really did know best when she laid down essential truths to live by.

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

 

Build a Stronger Financial Future

Learn about a financial asset that can help you build a stronger financial future.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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