Planning to Wealth
Wealth Management Financial Planning Entrepreneurs Lifestyle
David Flores Wilson, CFP®, CFA Work with Me Announcements Press
Wealth Building Potential Assessment Career Fit Assessment Investor Composure Assessment Financial Planning Habits Assessment
Planning to Wealth
A guide for planning to achieving your goals and dreams
 
Planning to Wealth Blog
Suddenly Wealthy: Financial Planning Tips for Managing a Sudden Inheritance or Windfall
David Wilson
Suddenly Wealthy: Financial Planning Tips for Managing a Sudden Inheritance or Windfall
David Wilson

Top financial planning tips for a sudden inheritance or windfall.

Read More →
David Wilson
Financial Strategies to Maximize Savings and Impact When Giving to Charity
David Flores Wilson, CFP®, CFA
Financial Strategies to Maximize Savings and Impact When Giving to Charity
David Flores Wilson, CFP®, CFA

While fewer people under the new tax rules can deduct gifts to charity, there are still financial planning strategies to help your bottom line as you implement your charitable giving plan.  

Read More →
David Flores Wilson, CFP®, CFA
14 Ways Families Can Lower the Cost of College before Freshman Year
David Flores Wilson, CFA, CFP®
14 Ways Families Can Lower the Cost of College before Freshman Year
David Flores Wilson, CFA, CFP®

Learn strategies and techniques to cut the cost of college and minimize the impact of large student loan debt balances.

Read More →
David Flores Wilson, CFA, CFP®
Financial Tips about Social Security Young People Should Know
David Flores Wilson
Financial Tips about Social Security Young People Should Know
David Flores Wilson

With all of the misconceptions and myths about Social Security, here are actionable tips and strategies young people should know to maximize their benefits and secure a bright future.

Read More →
David Flores Wilson
Significant New Tax Savings Available for Investors through Opportunity Zones
David Flores Wilson
Significant New Tax Savings Available for Investors through Opportunity Zones
David Flores Wilson

The newly-created Opportunity Zones allow investors with large capital gains the chance to take advantage of significant tax breaks.

Read More →
David Flores Wilson
Why You Need a Health Savings Account in 2019
David Wilson
Why You Need a Health Savings Account in 2019
David Wilson

Learn about the tax advantages and benefits of opening a health savings account.

Read More →
David Wilson
Key Financial Tips When Getting a Divorce
David Wilson
Key Financial Tips When Getting a Divorce
David Wilson

Learn top financial tips for when getting a divorce.

Read More →
David Wilson
Maximize Savings: Your End of Year Financial Checklist
David Flores Wilson
Maximize Savings: Your End of Year Financial Checklist
David Flores Wilson

Your end of year financial checklist to maximize annual savings.

Read More →
David Flores Wilson
Top 5 Employment Law Tips for Business Owners
David Wilson and Richard Romeo
Top 5 Employment Law Tips for Business Owners
David Wilson and Richard Romeo

Don’t miss these five employment law tips for business owners from litigation attorney Richard Romeo.

Read More →
David Wilson and Richard Romeo
9 Financial Tips for Startup Employees
David Flores Wilson
9 Financial Tips for Startup Employees
David Flores Wilson

Learn top financial tips for startup employees to achieve financial security while chasing your dreams.

Read More →
David Flores Wilson
Five Musts When Exploring Lima, Peru
David Wilson
Five Musts When Exploring Lima, Peru
David Wilson

Discover Lima, Peru like a Peruvian with these top five must-dos in Lima from local Nicolas Pinto.

Read More →
David Wilson
Is Real Estate the Answer to Avoiding a Potential Stock Bear Market?
David Wilson
Is Real Estate the Answer to Avoiding a Potential Stock Bear Market?
David Wilson

Real estate has performed well in prior stock bear markets. We take a look at why, and if it will hold up again in the next bear market.

Read More →
David Wilson
 

 

Why You Need a Health Savings Account in 2019

 
 

Wealth management

See All in Wealth Management

Planning to Wealth Blog
Suddenly Wealthy: Financial Planning Tips for Managing a Sudden Inheritance or Windfall
David Wilson
Suddenly Wealthy: Financial Planning Tips for Managing a Sudden Inheritance or Windfall
David Wilson

Top financial planning tips for a sudden inheritance or windfall.

Read More →
David Wilson
Financial Strategies to Maximize Savings and Impact When Giving to Charity
David Flores Wilson, CFP®, CFA
Financial Strategies to Maximize Savings and Impact When Giving to Charity
David Flores Wilson, CFP®, CFA

While fewer people under the new tax rules can deduct gifts to charity, there are still financial planning strategies to help your bottom line as you implement your charitable giving plan.  

Read More →
David Flores Wilson, CFP®, CFA
Is Real Estate the Answer to Avoiding a Potential Stock Bear Market?
David Wilson
Is Real Estate the Answer to Avoiding a Potential Stock Bear Market?
David Wilson

Real estate has performed well in prior stock bear markets. We take a look at why, and if it will hold up again in the next bear market.

Read More →
David Wilson
 

Financial planning

See All in Financial Planning

Planning to Wealth Blog
14 Ways Families Can Lower the Cost of College before Freshman Year
David Flores Wilson, CFA, CFP®
14 Ways Families Can Lower the Cost of College before Freshman Year
David Flores Wilson, CFA, CFP®

Learn strategies and techniques to cut the cost of college and minimize the impact of large student loan debt balances.

Read More →
David Flores Wilson, CFA, CFP®
Financial Tips about Social Security Young People Should Know
David Flores Wilson
Financial Tips about Social Security Young People Should Know
David Flores Wilson

With all of the misconceptions and myths about Social Security, here are actionable tips and strategies young people should know to maximize their benefits and secure a bright future.

Read More →
David Flores Wilson
Why You Need a Health Savings Account in 2019
David Wilson
Why You Need a Health Savings Account in 2019
David Wilson

Learn about the tax advantages and benefits of opening a health savings account.

Read More →
David Wilson
 

EntreprenuerS 

See All in Entrepreneurs

Planning to Wealth Blog
Significant New Tax Savings Available for Investors through Opportunity Zones
David Flores Wilson
Significant New Tax Savings Available for Investors through Opportunity Zones
David Flores Wilson

The newly-created Opportunity Zones allow investors with large capital gains the chance to take advantage of significant tax breaks.

Read More →
David Flores Wilson
Top 5 Employment Law Tips for Business Owners
David Wilson and Richard Romeo
Top 5 Employment Law Tips for Business Owners
David Wilson and Richard Romeo

Don’t miss these five employment law tips for business owners from litigation attorney Richard Romeo.

Read More →
David Wilson and Richard Romeo
Six Tips for Entrepreneurs and Founders from a Growth Business Accounting Expert
David Flores Wilson
Six Tips for Entrepreneurs and Founders from a Growth Business Accounting Expert
David Flores Wilson

Accounting advice for entrepreneurs from Deep Gujral, an accounting expert that works with high-growth startups and  businesses.

Read More →
David Flores Wilson
 

Lifestyle

Planning to Wealth Blog
Five Musts When Exploring Lima, Peru
David Wilson
Five Musts When Exploring Lima, Peru
David Wilson

Discover Lima, Peru like a Peruvian with these top five must-dos in Lima from local Nicolas Pinto.

Read More →
David Wilson
How to De-stress for Success
David Wilson
How to De-stress for Success
David Wilson

Learn the top ways you can unwind and de-stress to reach your goals and live a more successful life.

Read More →
David Wilson
Top 5 Hacks for Traveling on a Budget
David Wilson
Top 5 Hacks for Traveling on a Budget
David Wilson

How to travel on a budget so you can see the world without compromising your savings.

Read More →
David Wilson
 

Most popular

Featured
Top 5 Tips for Startup Success from a Fashion Entrepreneur
Top 5 Tips for Startup Success from a Fashion Entrepreneur
Tips for Building Your Emergency Fund
Tips for Building Your Emergency Fund
8 Strategies for Parents to Maximize College Financial Aid Eligibility
8 Strategies for Parents to Maximize College Financial Aid Eligibility

Editor's Picks

Featured
Why You Need a Health Savings Account in 2019
Why You Need a Health Savings Account in 2019
Top 5 Hacks for Traveling on a Budget
Top 5 Hacks for Traveling on a Budget
How Much House is Too Much? A Different Approach to House Hunting
How Much House is Too Much? A Different Approach to House Hunting
 
 
 

Stay in the Know

Follow us on instagram

Happy summer 🏖 Our newsletter is out. Are you out of office? #financialplanning #planningtowealth #wealthplanner #lifestylechange #clearyourmind #futureplanning
We all need different experts to help serve our goals. Who’s on your team? ➡️ Planningtowealth.com #squadgoals #moneymindset #financialgoals #financialfreedom💰 #personalfinance #wealthmanagement
Put the emotions aside when dealing with money matters. Planningtowealth.com #decisions #decisionmaking #financialfreedom #financialplanning
Here are a few different ways to think about charitable giving. Read more on planningtowealth.com #wealthmanagement #charitablegiving #givingtocharity #financialadvice #infographics
Think of all the ways to save money and strategize for college — beyond the #529plan. Get the full checklist on planningtowealth.com #checklist #checklist✔️ #collegestudents #payingforcollege
Congratulations to all the graduates! One academic year ends, but the planning doesn’t stop. Start to plan to save on college costs — way before you turn the tassel. 🎓 #graduationtips #highschoolgraduation #collegeprep #stockphoto #studentloans #parentingtips #planningtowealth
A simple equation. The more review, the bigger the results. So what are your plans this summer? Are you preparing for college? Admissions committees take the highest score into account. Save the most with preparation and packaging. More tips in the link in bio. #collegeprep #highereducation #collegesavings #testscores #planningtowealth
 
 
 
 
 
 
 
 
16-v2.jpg
 

As seen in