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Welcome to
Kevin JT Wilson.com

Contact Us

Welcome to Kevin JT Wilson.com
590 Lennon Ln. Suite 175
Walnut Creek, CA 94598
Phone: 925 287 1506
Fax: 925 287 9341
kjw@donovanjwilson.com
Map and Directions
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Newsletters

  • Five Investment Tasks to Tackle by Year-End

    2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.

  • Accumulating Funds for Short-Term Goals

    Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.

  • Should You Pay Off Student Loans Early or Save More for Retirement?

    Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.

  • Take Advantage of Deductions for Business Investments

    A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.

More Newsletters »

Calculators

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Savings Accumulation

    Estimate the future value of your current savings.

More Calculators »

About Us

  • Our Mission Statement
  • Our Location
  • Our Firm
  • Our Services
  • Our Qualifications
  • Life Insurance Interactive Tutorial

Learning Center

  • Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    A host of financial tools to assist you.

  • Newsletters

    Timely Newsletters to help you stay current.

  • Videos

    A dynamic library of videos.

  • Flipbooks

    These magazine-style flipbooks provide helpful information.

  • Glossary

    Financial terms from A to Z.

  • Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Contact Us

Welcome to Kevin JT Wilson.com
590 Lennon Ln. Suite 175
Walnut Creek, CA 94598
Phone: 925 287 1506
Fax: 925 287 9341
kjw@donovanjwilson.com
Map and Directions

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

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