Educate Yourself

James Wilson and Katie Stokes are available for public speaking events. Presentations on a variety of topics involving wealth management, personal financial planning, profit sharing/401(k) plans, and general economics may be requested.

 

Click here  to use our new Planwise tool!

Planwise is a tool that helps you see how any combination of income, spending and debt will look in the future. You can simulate virtually any life event or plan. It’s goal is to help you make better financial decisions by showing the impact on your finances.

 

Video Resources - videos by J.E. Wilson Advisors and others that enhance your financial education

Web Resources - Links to external websites

Glossary of Financial Terms - When you don’t know what it means, click here.

Print Resources - Written Resources including whietepapers and book recommendations