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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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
Calculators
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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.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.