Jessica Walker, Financial Advisor with Wohlstand Wealth Strategies, LLC

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Jessica Walker, Financial Advisor with Wohlstand Wealth Strategies, LLC Providing quality financial strategies and
solutions to businesses and individuals. Facebook Business is unaffiliated with Hornor, Townsend & Kent, LLC (HTK).

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 800-873-7637, www.htk.com Wohlstand Wealth Strategies, LLC is unaffiliated with HTK.

You've inherited an asset. Now what? 🤔An inheritance can come with more questions than you might expect.Do you need to t...
11/04/2026

You've inherited an asset. Now what? 🤔

An inheritance can come with more questions than you might expect.

Do you need to take distributions? Are there deadlines to consider? Could your decisions have tax implications?

These are just a few of the topics we'll be discussing at our upcoming Understanding Inherited Assets seminar.

Join us as we explore some of the important considerations that can come with receiving an inheritance.

📅 Thursday, November 12, 2026
⏰ 12:00 PM – 1:00 PM
📍 Zoom (Link provided upon registration)
🔗 Save your seat: https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets

The two accounts aren't connected, and funds can't transfer between them, according to a 2026 update from Brightstart.co...
11/02/2026

The two accounts aren't connected, and funds can't transfer between them, according to a 2026 update from Brightstart.com.

That makes things simpler for a lot of families. It's rarely a true either-or decision. Many households end up using both accounts, each one doing its own job. If you're weighing how Trump Accounts and a 529 might fit your family, bring it up the next time we talk.

#529

✨ “Great things are done by a series of small things brought together.” — Vincent van GoghBig goals don't happen overnig...
11/02/2026

✨ “Great things are done by a series of small things brought together.” — Vincent van Gogh

Big goals don't happen overnight. It's the small steps we take consistently, the progress we make along the way, and the choices we make each day that add up to something meaningful.

Whatever you're working toward this week, remember that even the smallest step forward is still progress. 💚

Here's where the two accounts part ways, starting with who's in control. Trump Accounts are opened for a child, and the ...
10/30/2026

Here's where the two accounts part ways, starting with who's in control. Trump Accounts are opened for a child, and the money stays locked up until January 1 of the year they turn 18. After that, it works like a traditional individual retirement account. The IRS in 2026 clarified that family, friends, and employers can contribute up to $5,000 per child per year, with employers capped at $2,500 of that.

A 529 runs on different rules. There's no federal cap on yearly contributions, though each state sets its own lifetime limit. The IRS says that a parent can generally contribute up to $19,000 per year ($38,000 for a couple) without any gift tax paperwork. Money can be withdrawn at any time for qualified education costs, and the earnings are exempt from federal tax.

#529

💡 Did you know that not all inherited accounts follow the same rules?The options available to you may depend on the type...
10/30/2026

💡 Did you know that not all inherited accounts follow the same rules?

The options available to you may depend on the type of account you've inherited, your relationship to the original owner, and other important factors.

Understanding these differences can help you ask the right questions before making decisions about inherited assets.

Want to learn more? Join us on November 12 for our Understanding Inherited Assets seminar!

📅 Thursday, November 12, 2026
⏰ 12:00 PM – 1:00 PM
📍 Zoom (Link provided upon registration)
🔗 Register here: https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets

📣 You're Invited! Understanding Inherited AssetsReceiving an inheritance can bring a lot of questions, especially when d...
10/28/2026

📣 You're Invited! Understanding Inherited Assets

Receiving an inheritance can bring a lot of questions, especially when different types of assets come with different rules, deadlines, and tax considerations.

Join Wohlstand Wealth Strategies on Thursday, November 12, for an educational seminar focused on helping you better understand inherited assets and the decisions that may come with them.

We'll discuss inherited accounts, distribution considerations, potential tax implications, and common mistakes to be aware of.

📅 Thursday, November 12, 2026
⏰ 12:00 PM – 1:00 PM
📍 Zoom (Link provided upon registration)
🔗 Register here: https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets

We hope to see you there!

Trump Accounts and 529s keep coming up in the same conversation. Both put money aside for a child's future. The similari...
10/27/2026

Trump Accounts and 529s keep coming up in the same conversation. Both put money aside for a child's future. The similarity ends there. One is designed for educational expenses, but the other is open-ended. College, a first home, retirement, or anything else.

#529

🚢From ships to shares, here’s a brief history of stocks 📊The first “stocks” were tied to dangerous sea voyages. Today? T...
10/21/2026

🚢From ships to shares, here’s a brief history of stocks 📊

The first “stocks” were tied to dangerous sea voyages. Today? They’re traded with a tap.

Swipe to explore:
⚫ The first company to issue stock
⚫ The world’s first exchange
⚫ Why stocks became so popular
⚫ How this centuries-old idea still drives markets today

“The best time to plant a tree was 20 years ago. The second best time is now.” 🌱It’s easy to look back and wish we had s...
10/19/2026

“The best time to plant a tree was 20 years ago. The second best time is now.” 🌱

It’s easy to look back and wish we had started sooner, but there’s no better time than today to take that first step. Whether it’s toward a personal goal, a financial goal, or simply something you’ve been putting off, small steps today can grow into something meaningful over time.

Address

391 Landa Street, Suite 1116
New Braunfels, TX
78130

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+18303127179

Website

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