Wilkerson Wealth Management
Are You Ready for Your Journey?
There is an advantage in working with an advisor who knows you, your goals, and provides holistic wealth management services. We have a personalized-comprehensive wealth management approach that will help you prepare for the expected, and the unexpected.
Wealth management components are multi-faceted. They include asset management, estate planning, business transitions, insurance protection, and income and tax planning. Some of these issues may be an immediate concern of yours, while others may be in your distant horizon. Understanding how and when these issues may impact you, shapes every aspect of the service we provide.
At Wilkerson Wealth Management, our team is able to assist you in all stages of your wealth management journey. Contact client services associate, Oliver Lerner to arrange a complimentary wealth management journey discussion. |
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Newsletters
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Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.
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Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
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ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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.
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Savings Accumulation
Estimate the future value of your current savings.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.