Gregory F. Wilt, CPA

Every so often, you’ll hear about Social Security benefits running out But is there truth to the fears, or is it all hype? A couple become Retirement Plan Detectives, searching records from old employers

Today’s economic environment presents many challenges But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions

Our first priority is your overall financial success We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products We'll get back to you quickly with a thoughtful answer

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need

The Long Run: Women and Retirement

For women, retirement strategy is a long race It’s helpful to know the route

Universal life insurance is permanent insurance with a flexible premium Here's how it works

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them

Estimate how long your retirement savings may last using various monthly cash flow rates

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children

This calculator can help you estimate how much you may need to save for retirement