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Entering into a marriage is not just a romantic commitment but also a financial partnership. For newlyweds or nearly-weds, planning future finances together can help strengthen the relationship and work toward financial independence. Here’s a guide to [...]
February is recognized as Financial Aid Awareness Month, an excellent opportunity for students and families to learn more about the various types of aid available and how to maximize their benefits. Financial aid, whether in the form [...]
Applying for life insurance often includes a step that may be unfamiliar to many: the life insurance medical exam. This examination is a fundamental part of the underwriting process. One’s health status is crucial to insurers, as [...]
As the calendar turns to a new year, many take the time to reflect on the past year and set goals for the upcoming one. This process often involves creating a list of resolutions aimed at improving [...]
Investing is an essential part of personal finance. However, it does come with a fair share of risks. Everyone has a unique approach to handling such risks. This is where risk tolerance comes into the picture. [...]
Safeguarding wealth is a critical component of financial planning. As we approach 2026, it’s vital to understand strategies that may help preserve and grow one’s financial assets effectively. […]
Every year, January is recognized as Financial Wellness Awareness Month. This time is dedicated to broadening our knowledge of financial matters, cultivating money-management habits, and being financially ‘well.’ This time aims to encourage everyone to take stock [...]
Retirement often brings with it an opportunity to reassess not only one’s lifestyle choices, but also one’s financial strategies. At the heart of these decisions is the concept of ethical investing. […]
The recent tax legislation, known as the ‘Big Beautiful Bill,’ introduces a number of changes that may affect various aspects of personal finance. This reform impacts various aspects of personal finance, from income tax rates and brackets [...]
One of the values embedded in many Indigenous cultures worldwide is something known as Seven Generation Thinking. This philosophy invites individuals to consider the impact of today’s decisions far into the future—potentially offering a complementary perspective to traditional [...]
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Risk Mitigation Specialist
Bill Wilson brings 43 years of experience in the Financial Services Industry. He is President and Founder of Wilson Financial Group, Inc., and an Investment Advisor Representative – Solicitor. Bill partners with Reign Wealth Logic, LLC, to provide insurance and annuity education. He is an annuity expert, committed to restoring investor trust through fiduciary disclosure and transparency. His approach focuses on stress testing client portfolios to ensure clients can achieve their desired gains, maintain necessary liquidity, and receive the maximum possible protection.
Asset Protection Liaison
Having a MBA in Marketing and Economics combined with 30 years experience applying strategy and risk management to multi billion dollar portfolio’s; Walt introduces the most compelling financial solutions to help ensure the safest and best client outcomes.
Chief Compliance Officer
President – Investment Advisor Rep
Joshua has been serving clients in the financial services industry since 2000. As a CPFA and AIF®, he is obligated to maintain a fiduciary standard of care, which mandates that he puts his clients interest above his own. This standard is only required of fiduciaries.
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