Wilson Financial

Ready to take control? We can help you build wealth and prepare for retirement, by providing support, custom investments and advice that fits your needs.

Ready to take control? We can help you build wealth and prepare for retirement, by providing support, custom investments and advice that fits your needs.

journalofaccountancy.com

IRS sets start date for tax season, will issue refunds during government shutdown

journalofaccountancy.com The IRS announced Monday evening that tax season will start in late January and that it will issue refunds to taxpayers despite the partial shutdown of the federal government.

Journal of Accountancy

IRS releases updated withholding calculator and 2018 Form W-4 -- Full details at http://bit.ly/2F5ZUAi

Wilson Financial's cover photo

Does that shoebox of receipts and pile of tax documents keep staring at you? Let us take it off your hands and deal with it, while you enjoy your weekend! Set an appointment up today. We can do everything electronically too!

Finance Factory

We're excited to share our new venture!

Finance Factory is a subscription based newsletter that discusses Financial Planning, Investment Management and Tax Minimization Strategies.

Check out our first issue free of charge to learn about the Finance Factory!

https://www.44northfinancefactory.com/issue-one

Journal of Accountancy

An in-depth look at what the House tax bill holds for individuals: New tax rates, fewer deductions, credits, and exclusions http://bit.ly/2lNjRqd

Appleton City Hall

Keep your change at home #Appleton! Last night the Common Council approved the purchase of a parking meter app to let you pay with your phone. We hope to have the technology in place in soon.

WFRV-TV Channel 5 did a story on it yesterday to help explain how it works.

http://www.wearegreenbay.com/news/local-news/parking-app-will-allow-people-in-appleton-to-pay-for-parking-with-their-smartphone/687668523

www.wilsonfinancialcpa.com

Financial Advisor - Tax Preparation and Wealth Management

Did you wait until the last minute to get your taxes done? Don't sweat it, we've got you covered.
Schedule your appointment today!

www.wilsonfinancialcpa.com A New Approach to Investment Solutions designed to meet your needs Wealth Management - Financial Planning - Tax Preparation Appleton, WI

wilsonfinancial.mayhem.cbssports.com

Join my CBS Sports Bracket Group

Come Join Wilson Financial's March Madness Pool! No entry fee and winner gets a FREE TAX RETURN ($150 value) for 2018! Go Wisconsin Badgers!

wilsonfinancial.mayhem.cbssports.com Click on the link to join my group.

Wilson Financial

Wilson Financial

We've moved offices! We are excited to be in the historic Zuelke building in downtown Appleton. Schedule your appointment today to come check us out!

wisinfo.biz

Best of the Valley

We need YOUR help!
Please vote for us in the Post-Crescent Media's 2016 Best of the Valley Competition.

Here's how:
1. Go to www.wisinfo.biz/bestofthevalley
2. Fill out your personal information and press submit
3. Click on Best Health & Professional Services
4. Vote for WILSON FINANCIAL in Best Financial Planning Company category and click submit

Thanks in advance!

wisinfo.biz

We thought instead of buying and sharing our ticket in exchange for page likes and lowering your odds of winning, we would rather you win and we'll be here ready to take care of those pesky taxes for you tomorrow! On the odd chance you don't win, we'll still be here ready to help you with your individual and business taxes this year!

Very Excited for our Brother-in-Law Matthew Vanden Avond on his new venture after being an Officer in the Navy. If anyone is looking for a passionate realtor that will do his best to find the right home or real estate investment for you, make sure to "Like" Vandy Real Estate to see the ways they can help!

wilsonfinancialcpa.com

Retirement Plan Check-Up

Has your 401(k) had it's yearly check-up?

http://www.wilsonfinancialcpa.com/retirement-plan-check-up

wilsonfinancialcpa.com RETIREMENT PLAN CHECK-UP Are you invested properly in your retirement plan?

www.wilsonfinancialcpa.com

Are your investments too risky?

Are your investments too risky?

www.wilsonfinancialcpa.com During the last week the stock market has had some serious swings both up and down, these short-term fluctuations are often hard to predict and cause serious anxiety as an investor if you aren't prepared for them. Especially in the downturns, because you're seeing your hard-earned money disappear qu…

[08/24/15]   The S&P 500 has fallen more than 8% since last Monday, was your savings invested properly to weather the storm? We've been helping clients prepare for days like these so they don't have to worry about their savings. If you have any concerns or are nervous about how your invested, we can help. It's never too late to review things!

Wilson Financial's cover photo

Excited for our friends at Cards vs Cancer to be up and running! Make sure to check out their amazing greeting cards next time you need one!

Website launched. Best day ever. Check out www.cardsvscancer.com!

finance.yahoo.com

ROBERT SHILLER: 'There is a bubble element to what we're seeing'

ROBERT SHILLER: 'There is a bubble element to what we're seeing'

finance.yahoo.com There isn't a full-on stock market bubble breaking out, but it sort of looks like it. In...

www.wilsonfinancialcpa.com

5 Steps to Boost Your 401(k)

5 Steps to Boost Your 401(k)

www.wilsonfinancialcpa.com Are you participating in your employer’s 401(k) or retirement plan? Your 401(k) can be a major portion of your savings for retirement, because of this you should make sure that you’re taking full advantage of all of the opportunities that exist to boost your savings. Step 1: Don’t Delay Getting Star…

fortune.com

Special Report: The war on big food

Special Report: The war on big food - Fortune

fortune.com Major packaged-food companies lost $4 billion in market share alone last year, as shoppers swerved to fresh and organic alternatives. Can the supermarket giants win you back?

time.com

Warren Buffett Says He Would Never, Ever Do These 3 Things

Warren Buffett Says He Would Never, Ever Do These 3 Things

time.com His rules help explain why Berkshire Hathaway is a top stock

www.investopedia.com

Why Doing Your Taxes is Good Retirement Planning

Why Doing Your Taxes is Good Retirement Planning

www.investopedia.com Income tax time is a great time to reevaluate retirement planning, since all the information you need is right at your fingertips.

finance.yahoo.com

Warren Buffett: This might delay a Fed rate hike

Warren Buffett: This might delay a Fed rate hike

finance.yahoo.com The billionaire investor believes the Fed won't be in any hurry to increase rates-in part because of the softer U.S. economy.

www.wilsonfinancialcpa.com

Are you paying extra taxes?

http://www.wilsonfinancialcpa.com/blog/2015/4/22/are-you-paying-extra-taxes

www.wilsonfinancialcpa.com Now that another tax season has come to an end, we wanted to shift our focus to how Wilson Financial can help you minimize your taxes for next year. Throughout tax season we noticed a far too common problem was occurring, too many people have investments that are not tax-efficient. How does this imp…

wilsonfinancialcpa.com

Tax Preparation Appleton, WI

Have you filed your taxes yet? If not, we can help.

No matter where you live or how busy you are we can file your taxes for you. Let us make your life easier.

Don't wait. Schedule your tax appointment today!

wilsonfinancialcpa.com Budget-friendly, individual income tax preparation by a CPA. Located in Appleton, WI, to make preparing and filing your tax return quick and convenient for you!

forbes.com

TurboTax Temporarily Halts E-Filing In All States Amid Fraud Concerns

If you're a TurboTax user beware of a potential fraud and a delay in getting your refund. We can help you get your return prepared and filed safely and secure without a delay!
http://goo.gl/eNVFiQ

forbes.com The tax software giant, TurboTax, has temporarily put the brakes on transmitting state tax returns in all states following increased reports of fraudulent activity.

Wilson Financial's cover photo

[02/03/15]   We have a winner! Congrats to Brent Ritchie on winning our Tax Season Kickoff Contest! Thank you for all the support from everyone and if you haven't already please "like" our page so you can find out about our future contests!

www.wilsonfinancialcpa.com

It's not too late, get your taxes prepared for free this year!

It's not too late, get your taxes prepared for free this year!

www.wilsonfinancialcpa.com Our contest to kick off this tax season by winning a FREE standard tax
return (value $150) is still running! For those that haven't participated
yet, it's easy as can be!


It's simple and here are the rules. "Like" and SHARE this post on
Facebook before the end of the day on Friday and YOU could be the lucky
winner of a FREE standard tax return!

Seems to good to be true? It's not, that's just how things are done here at
Wilson Financial!

Click the link below to schedule an appointment today!

wilsonfinancialcpa.com

Wilson Financial Tax Preparation

Let's kick off this tax season with a contest to win a FREE standard tax return (value $150)!

It's simple and here are the rules. "Like" and SHARE this post before Friday and YOU could be the lucky winner of a FREE standard tax return!

Seems to good to be true? It's not, that's just how things are done here at Wilson Financial!

Click the link below to schedule an appointment today!

wilsonfinancialcpa.com Budget-friendly, individual income tax preparation by a CPA. Located in Appleton, WI, to make preparing and filing your tax return quick...

wilsonfinancialcpa.com

What is the best option for you to prepare your taxes?

What's the best option for you to prepare your taxes? See the Pros and Cons of different options and why choosing Wilson Financial may be best for you! http://ow.ly/HQDWh

wilsonfinancialcpa.com What's the best option for you? Should you be hiring a CPA to prepare your taxes? Have you been preparing them on your own or using a national tax...

wilsonfinancialcpa.com

Blog

Check out today's blog post to learn about the new features we have added to make your taxes this year stress free and convenient!

Schedule your appointment on our website. Securely upload all your tax information. Web conferencing from the convenience of your own home.

http://ow.ly/HDRnD

wilsonfinancialcpa.com We here at Wilson Financial wanted to take a quick second to thank you for visiting our website. We are very excited for the upcoming tax season...

Wilson Financial's cover photo

www.wilsonfinancialcpa.com

Concerned about your retirement savings? Don't worry there's still time!

Concerned about your retirement savings? Don't worry there's still time! http://www.wilsonfinancialcpa.com/blog/2014/6/11/concerned-about-your-retirement-savings-dont-worry-theres-still-time

www.wilsonfinancialcpa.com Are you one of the many that are getting closer to retirement age and starting to wonder if you’ve saved enough? Don’t worry, you’re not alone and guess what, you’re not too late! The past five years may have caused some additional stress for you as savings that you had may have lost value or in tur…

cnbc.com

2 big myths about the value of financial advisors

We couldn't have said it better, we have many different services available that are all provided as part of our service as your Financial Advisor and we'd love to discuss those options with you!

http://www.cnbc.com/id/101698192

cnbc.com The best FAs help individuals deal with all of life's financial challenges—from managing credit and debt to taxes and estate planning.

www.wilsonfinancialcpa.com

What should you do with your 401(k) when you leave your job?

What should you do with your 401(k) when you leave your job? http://www.wilsonfinancialcpa.com/blog/2014/6/9/what-to-do-with-your-401k-when-you-leave-your-job

www.wilsonfinancialcpa.com Many employers are now offering the ability for their employees to save for their retirement by providing a 401(k) plan, however, what do you do with your savings if you leave your job? There are several different options that you can choose from. Each option has its advantages and should always be…

www.wilsonfinancialcpa.com

It's never too early to start planning!

It's never too early to start planning! http://www.wilsonfinancialcpa.com/blog/2014/6/7/its-never-to-early-to-start-planning

www.wilsonfinancialcpa.com It’s been said a million times but it truly is never too early to start planning for your retirement. However, it’s much easier said than actually done. If you’re lucky to have an employer that offers a 401(k) plan that is a great option to start saving with. It isn’t necessarily the only option and…

[06/04/14]   Our Core Portfolio has gotten off to a hot start this year up 16.51% vs the S&P 500 which is up 10.68% since the beginning of February. We would love to help build a portfolio for you and help you take control of your future. Let us know how we can help!

[05/20/14]   We're excited to announce that Wilson Financial is now a Registered Investment Advisor (RIA)! We will have details on all the new services we can offer coming soon!

mashable.com

Work From Home? Your Taxes Just Got Easier

Do you work from home? Deducting your home office has gotten much easier to take advantage of!

http://mashable.com/2014/03/14/working-from-home-tax-deduction/

mashable.com If you wanted to take the home office deduction on your taxes in years past, you’d need a measuring tape, calculator, and then a year’s worth of bills for all your home expenses...

In Honor of March Madness starting next week we're offering a 20% discount! Come in now and be able to cheer on your favorite team next week worry free!

[03/12/14]   For all the Madison area people: I will be in town next week Wednesday (3/19), if anyone is still looking for tax help please feel free to reach out and we can work on getting your taxes filed!

postcrescent.com

The Buzz: Small businesses get creative in funding

Check out where we showed up again!

Please Vote For us Here http://goo.gl/2sDlXT to win free marketing materials for Wilson Financial!

http://goo.gl/k7G5sH

postcrescent.com At a time when getting a bank loan can feel like trying to win the lottery, small businesses are searching for other ways to get a little extra help via the general public, whether it is asking for money or votes.

Our Story

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Location

Telephone

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103 W College Ave Ste 304
Appleton, WI
54911
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Thanks for joining me on Facebook! I hope you join the conversation. As always, contact me directly if you have specific financial questions.

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Wealth Management Services

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