Wornel Simpson

Investment Advisor

 

With a reputation for prudent fiscal management,  Wornel  has more than twenty-five years of experience developing diversified financial business management strategies.

Wornel Simpson's financial acumen, along with the solid backing of FSC Securities Corporation, makes for a winning combination.  As an independent broker/dealer, FSC has no proprietary products and provides timely information, exceptional transaction services and a broad spectrum of investment products and services designed to help meet the full range of investor goals and objectives.

Mr. Simpson is a bonded Registered Representative of FSC Securities Corporation, holding  Series 7 and 63 registrations.  He is currently registered in the states of California, Arizona, Indiana, Illinois, Florida, North Carolina, Colorado, Georgia and New York.  Wornel also holds California, Arizona, Indiana and New York State Department of Insurance Life licenses.



 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

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