We are excited to give Darren's pup, Pippen, the spotlight for the last day of Dog Week! How cute is she?!
We're moving! We've had so many great memories in our office on Locust Ave, but we are excited for our next chapter. Our expected move-in date is October 2nd. If you would like to update your records, our new address is:
Wilkinson Wealth Management
889 Rio East Court, Suite A
Charlottesville, VA 22901
We are honoring Dog Week today by showcasing Frank's pup, Jaxon! He clearly loves having a bunch of land to run around!
Today is the first day of fall! What's your favorite thing about autumn??
Today marks the beginning of Dog Week and we could not be more excited to show off our favorite furry friends! Check out Oliver and Charli keeping Bryan company while relaxing on the porch!
We want to recognize GreenBlue for promoting sustainable materials management. They do this through developing sharing tools to allow for better communication amongst manufacturers regarding chemical use. What a great organization encouraging a more eco-friendly but resilient system of commerce.
https://hubs.li/H0www9-0"
When open enrollment season starts, you’ll be making important decisions about your and your family’s health care coverage for 2020. Navigating the details can be tricky. Here are some factors to consider and questions to ask during the open enrollment process. https://hubs.li/H0xTX-50
DUKEHEALTH.ORG
Tips for Navigating Open Enrollment
With 26% paying for out-of-pocket expenses with their credit cards. #BreastCancerAwareness
An estate plan is a key component of your financial plan. Use this checklist to get started. https://hubs.li/H0xJnt10
WILKINSONWM.COM
Estate Planning Checklist
When you die, what will happen to your retirement plan benefits? https://hubs.li/H0xDnMR0
WILKINSONWM.COM
Retirement Plans and Estate Planning
We want to give a shout-out to Lampo Neapolitan Pizzeria for serving amazing Neapolitan pizza and salads. the food is to die for and worth grabbing take out of on your way home from work!
We have revamped our Investing Essentials page. If you're unsure of where to get started in your investing journey, click here! https://hubs.li/H0xtyxc0
WILKINSONWM.COM
Investing Essentials | Wilkinson Wealth Management, LLC
Help take the stress out of the holiday season by creating and sticking to a holiday budget. https://hubs.li/H0yJT-g0
THEBALANCE.COM
Making a Holiday Budget
These out-of-pocket expenses may include copays, transportation to and from the hospital, meals out, parking at the hospital or even accommodations at out-of-town treatment centers – none of which are typically covered by insurance. #BreastCancerAwareness
No one likes to think the worst will happen, but preparing for emergencies is critically important. Use this helpful brochure to have all critical information handy in the event of an emergency. https://hubs.li/H0ytdCY0
If sustainable investing is one of your objectives, we are experienced in incorporating it as part of our four-step investment process. https://hubs.li/H0yp6ds0
WILKINSONWM.COM
Investing Sustainably with Wilkinson Wealth Management
We want to give a shout out to College Hunks Hauling Junk and Moving, who helped us with our recent move! Although you may know them for junk removal, they also offer moving services. They helped us quickly and efficiently move everything to our new office, and we couldn’t have had a successful move without them. Consider them for your next move!
Open enrollment is around the corner. Here are 5 things to consider when evaluating whether to change your benefits package. https://hubs.li/H0ycVj00
THEBALANCE.COM
5 Things You Should Check During Open Enrollment
Keep it local and help the small businesses in our community thrive. What is your favorite small business? Here are a few of ours!
Happy Thanksgiving! What are you thankful for today?
Any endeavor worth undertaking, especially one that may affect others, deserves our careful consideration before we begin. When contemplating charitable giving, think about the following points.
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WILKINSONWM.COM
Considerations for Charitable Giving
ICYMI: We posted this great article a few weeks ago that helps you get organized at the end of the year so you can start 2021 on the right foot. Check it out. https://hubs.li/H0zScc20
#MotivationMonday
Susan Wilkinson has her CDFA certification which allows her to help with divorce planning. Contact us today to learn more.
https://hubs.li/H0y_bNm0
#TaxTuesday Being a doctor comes with a lot of stressors, but planning for taxes should not be one of them. As a doctor, you have been through years of hard work and may be looking for ways to help limit your tax liability and preserve as much of your hard-earned income as possible. Here are some tax strategies that doctors may find useful to help minimize their tax liability. https://www.wilkinsonwm.com/blog/3-tax-strategies-every-doctor-should-consider
WILKINSONWM.COM
3 Tax Strategies Every Doctor Should Consider
Every Friday we will be sharing some must-haves when it comes to estate planning. Have a question? Give us a call and we can help you out. https://hubs.li/H0FM8_60
#TaxTuesday: Have you heard of shifting deductions? As with income, certain deductible expenses can be paid in one year or the next in order to place them where the tax benefit will be greater. https://www.wilkinsonwm.com/blog/six-basic-tax-planning-techniques
WILKINSONWM.COM
Six Basic Tax Planning Techniques
#MotivationMonday
When you die, what will happen to your retirement plan benefits? Click here to read how retirement plans and estate plans go hand-in-hand.
https://hubs.li/H0CRNPJ0
WILKINSONWM.COM
Retirement Plans and Estate Planning
Everyone meet Peter! Peter recently joined Wilkinson Wealth Management as our new Client Services Assistant! When he is not working, Peter enjoys the outdoors, being with family, playing with his dog, and playing guitar. We hope everyone gets a chance to introduce themselves! https://hubs.li/H0Fyf_Z0
