Janet W WilsonThis Web site is designed to help our clients achieve their financial goals through a long-term relationship with a knowledgeable advisor.

Janet W Wilson

Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I 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.

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

I'm here to help educate you about the basic concepts of financial planning, to help you learn more about who I am, and to give you fast, easy access to market performance and data.

Recent enhancements to this website include Client Account Access. For those of you who are used to seeing a "OneView" screen, you will notice a profound difference. I am now using a software program named "Wealth Management". Wealth Management offers online data and account aggregation. This software also acts as the core with which I will create financial plans.  If you have not already been contacted by me with your log in and password, please feel free to contact me and we will get you up and running. I hope you will find it useful.
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Car Affordability

How much can you afford to pay for a car?

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Newsletters

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

More Newsletters →