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!
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Your FICO score matters more than you may realize.
Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?
Are you showing your paycheck the love it deserves?
No matter what business you’re in, once you start hiring employees, you get into the people business.
What’s the connection between cars and financial management?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know how to set up your financial goals for success? This knight does.
Make your retirement as exciting as your next vacation.