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.
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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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Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
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HOT TOPIC: What Are the Costs of the Government Shutdown?
Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
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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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HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
A look at the issues behind the trade war with China, as well as who will carry the costs of the tariffs and the potential effect on the U.S. economy.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.