Willner & Associates

Wealth Management and Employee Benefits

Willner & Associates is a full service financial practice with our clients specific goals and needs in mind.  With almost 30 years of experience in the industry, we offer our clients personalized assistance in a professional, yet relaxed environment.  Here at Willner & Associates we help our clients:



  • Set realistic financial goals
  • Determine the state of your current financial affairs by reviewing your income, assets and liabilities, evaluating your current investment portfolio
  • Develop a strategy to help you meet your financial goals by addressing any current financial weaknesses as well as building on your financial strengths.  We will make recommendations for specific strategies or services that are suitable you and your investment time horizon.
  • Monitor your plan and regularly evaluate its progress with you.
  • Adjust your plan to help meet your changing financial goals and to accommodate changing investment markets and tax laws.


So whether you need help with short or long term financial concerns, college funding or retirement planning, have questions regarding IRA, 401(k)s, life insurance, annuities, mutual funds, tax shelters, or a assistance to a unique specific situation, we're here to help. 

Sincerely,

Don Willner

 

 

 

 

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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