Managing 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, 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 Investments 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 professionals that you can fully trust. WE show clients strategies deisgned to help them manage wealth, invest for inflation, establish sources of income, with tax advantaged income, invest in 401-k and retirment plans, potentially reduce income taxes, insure for long-term care expenses, insure their family, sell long held assets such as stocks, businesses or investment real estate, or potentially reduce 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 management. 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.
Newsletters
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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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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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.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?