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
-
Financial Tools That Can Help Americans with Disabilities
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
-
Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
-
The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.