How We Do Business
-Fee Only, CFP® Credentialed
-Fiduciary Standard Since 2004
-State of the Art Planning Tools
-In Person, Online, & More
What We Can Offer You
-Competent Financial Planning
-Competitive Fees & Expenses
-Hourly or Fixed Fee Consults
Understanding Today's Financial Environment
Welcome, Willink Asset Management LLC is a financial organization in East Aurora, NY. We understand that individuals face unique challenges as they prepare for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Purchasing homeowners insurance is critical for protecting your home.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
One of the most common questions people ask about Social Security is when they should start taking benefits.
It's important to understand how inflation is reported and how it can affect investments.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Try these activities to keep your brain sharp.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all your options when it comes to managing your taxable income?
Do you have causes that you want to support with donations?
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are a few things to consider when buying or leasing your next vehicle.
What does your home really cost?
Here’s a quick guide to checking to see if you have unclaimed money.