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Featured News

Michael Wilcox | Jun 6, 2022

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Michael Wilcox | May 30, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Michael Wilcox | May 23, 2022

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Michael Wilcox | May 16, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Michael Wilcox | May 9, 2022

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Michael Wilcox | May 2, 2022

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Michael Wilcox | Apr 25, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Michael Wilcox | Apr 18, 2022

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Michael Wilcox | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Michael Wilcox | Apr 4, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Michael Wilcox | Mar 28, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Michael Wilcox | Mar 21, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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*Representatives offer products and services using the following business names: Wilcox Financial and Wilcox Sports Management– insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Wilcox Financial and Wilcox Sports Management–  or any other entity mentioned herein. Michael Wilcox, Jarrod Hirschfeld, Peter Winovich, and Benjamin Wilcox may also offer financial planning services through Wilcox Financial. 

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Please read our regulatory advisory.

Check the background of Ameritas Investment Company, LLC. or this investment professional on FINRA’s BrokerCheck

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