10200 Forest Green Blvd.
Suite 112
Louisville, KY 40223

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Wicker Strategic WealthCare Group

(502) 893-9743

 
16 Wall Street Cliches in 60 Seconds The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities

Welcome to Wicker Strategic Wealthcare Group

"Any Firm can tell you what you did last year. I help you pursue your dreams for tomorrow." -S. Brooks Wicker, Jr., CPA President

The Wicker Strategic Wealthcare Group is a full service tax planning and wealth care firm based in Louisville, Kentucky. I assist clients throughout the U.S. who want objectivity and a holistic approach to their wealth care.

The Wicker Strategic Wealthcare Group was formed in 1994 by S. Brooks Wicker, Jr., CPA in Louisville, Kentucky.

My highest priority is to create value for clients by offering comprehensive accounting, tax and financial planning* services.

I recognize that my clients lead active and complex lives. They understand that managing their financial lives is more complicated and time-consuming than ever before. They acknowledge that working with specialized financial professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes planning in tax and insurance and coordination with legal and other professionals. I follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

For more information on my firm, I invite you explore this web-site, to call toll-free or to email me.  I look forward to discussing your personal needs and how I might provide investment advisory services*, tax planning, business advisory and financial planning* support to you.

Click here to view my PDF brochure

*Offered by Brooks Wicker through H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM

 

Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

 

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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