Wilkinson Wealth Management LLC

This article outlines proactive ways to share your financial direction, decision-making approach, values, and wisdom with family members before retirement, so your plans are clearer later.

Family Conversations on Retirement, Legacy, and Finances Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.

Our investment process involves 4 comprehensive steps:

1. Identifying your goals and objectives
2. Developing your strategy
3. Implementing your new portfolio
4. Continuous monitoring of your investments

Each of these steps is tailored to simplify your financial life.

Our Services: Financial Planning & Investment | Wilkinson Wealth Explore our Financial Planning and Investment Management services at Wilkinson Wealth Management LLC. Contact us to tailor a strategy for your financial goals.

In this article, we explore why year-round tax planning is essential and provide practical tips for weaving proactive tax strategies into your everyday financial routine.

Why Year-Round Tax Planning Is So Important Learn important insight into year-round tax planning. Wilkinson Wealth Management is a trusted team of CFPs in Charlottesville, VA.

Today, we remember the brave men and women who gave their lives in service to our nation. Their courage and sacrifice have shaped the freedoms we enjoy today.

Thank you to all who have served and to those who continue to serve.

Sending a child off to college? These 4 financial lessons could save them years of stress and money.

The 4 personal finance lessons I wish I had learned in college The thought of managing money as a college student can be daunting, but the sooner the better.

Why is changing unhealthy behaviors so difficult, even when we know what we should be doing?

The answer lies in how we approach change. Negative motivations rarely work, vague goals don't stick, and permanent change is evolutionary, not revolutionary.

This article walks through the 5 phases of lasting behavioral change and how to set yourself up for success.

Changing Unhealthy Behaviors Five phases to changing unhealthy behaviors.

A meaningful legacy does not happen by accident.

This article explores 3 core elements that support a financially informed legacy at any stage:

1. Establishing a financial education plan
2. Creating governance structures that shield both wealth and relationships
3. Using trusts and philanthropic vehicles as active teaching tools

Building a Financially Informed Legacy Financial legacies are built through education and stewardship. Prepare your family for long‑term wealth decisions.

To the moms, stepmoms, grandmothers, and mother figures: Thank you for your guidance, love, and inspiration. We appreciate everything you do.

Happy Mother’s Day! 💐

How do you pick the most appropriate retirement plan for your business as well as your employees?

Here, we will review three of the most popular choices for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s.

Read to learn more about each type of retirement plan.

Retirement Plan Choices for Small Businesses Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

“Wilkinson Wealth Management is by far the finest team that we have ever worked with… Thank you for always being reachable and accommodating.” – James P.

Long-term relationships are built on trust, responsiveness, and personal attention. We’re thankful for clients like James and the opportunity to serve families with care and clarity.