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

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

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