Jerry W. Wilk, P.F.P. Financial, Investment & Retirement Planning in Irvine, CA

Improving Your Future

 

Welcome to our Web site, you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.  As an added website feature, We offer a FREE, no obligation Retirement Analysis to let you see if you are on target to reach your financial retirement goals. Simply          contact Jerry Wilk, PFP, fill out the form and we"ll be in touch.

Also,  you can order a complimentary 1 year  subscription to our informative financial newsletter by simply requesting it.

As a full service financial planning firm in Irvine, Ca. We help people plan and achieve their financial goals  as well as create appropriate strategies for their future. We will help you plan for your retirement through Investment in a range of financial products and services for individuals and business owners. All of your decisions will be based on detailed information with advice from specialists that you can fully trust. WE show clients strategies deisgned to help them build wealth, preserve purchasing power, establish dependable sources of income, earn tax advantaged income, invest in 401-k and retirment plans, potentially reduce income taxes, insure for long-term care expenses, protect their family, sell long held assets such as stocks, businesses or investment real estate with the goal of not paying capital gains tax, or minimize the estate tax when passing an estate to loved ones.

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

This Web site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most  importantly, we hope you will see the value of working with a skilled professional to pursue your financial goals.   

We're here to help educate you about the basic concepts of financial strategies, to help you learn more about who we are, and to give you fast, easy access to market performance and valuable information.

We hope you and your friends and neighbors will take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information and we wouldn't want you to miss any developments in the areas of financial preparation and retirement planning.  
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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