Wilkins/Weber Financial & Insurance Services
Wilkins/Weber Financial & Insurance Services
250 Lombard St. #5
Thousand Oaks,
CA
91360
Phone:
- 805-917-6813
Fax:
- 805-917-6810
E-mail:
Newsletters
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
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New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.