Jessica Walker, Financial Advisor with Wohlstand Wealth Strategies, LLC

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 repres

ent 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.

Markets don't take vacations. But your strategy is built for the bumps.
06/12/2026

Markets don't take vacations. But your strategy is built for the bumps.

Reminder: this isn’t just another financial seminar 👇This is practical, real-life guidance on how inherited assets actua...
06/10/2026

Reminder: this isn’t just another financial seminar 👇

This is practical, real-life guidance on how inherited assets actually work—and how to handle them the right way.

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation.

Treasury yields have risen as bond prices have fallen, reflecting renewed attention to inflation, interest rates, and in...
06/09/2026

Treasury yields have risen as bond prices have fallen, reflecting renewed attention to inflation, interest rates, and investor sentiment.

Treasurys are U.S. government bonds, and their yields often move based on expectations for inflation, economic growth, and Federal Reserve policy.

When inflation remains elevated, investors may expect interest rates to stay higher for longer. That can make existing bonds less attractive, pushing prices down and yields up.

Higher Treasury yields can also affect other parts of the economy. The 10-year Treasury, for example, is closely tied to mortgage rates, which can influence homebuyers' borrowing costs.

Rising yields may also affect corporate borrowing, stock valuations, and the broader cost of capital.

While higher yields can signal concern, they can also reflect a market adjusting to new economic data. For consumers and businesses, the key takeaway is that bond market movement can ripple into borrowing costs and financial decisions over time.


Source: https://www.cbsnews.com/news/treasury-yields-rising-inflation-fed-rate-cuts/

Biggest mistakes people make with inherited assets 👇🚫 Taking everything out at once🚫 Ignoring tax consequences🚫 Missing ...
06/08/2026

Biggest mistakes people make with inherited assets 👇

🚫 Taking everything out at once
🚫 Ignoring tax consequences
🚫 Missing required deadlines
We’ll show you how to avoid all of them.

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation.

Do you know how long you have to withdraw an inherited IRA? 👀Most people don’t—and it can cost them.We’re breaking down ...
06/05/2026

Do you know how long you have to withdraw an inherited IRA? 👀

Most people don’t—and it can cost them.
We’re breaking down the timeline, rules, and strategy behind it.

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situatio

Inherited assets can feel overwhelming—but they don’t have to be 💼We’ll simplify: ✔ What rules apply to you ✔ What decis...
06/02/2026

Inherited assets can feel overwhelming—but they don’t have to be 💼

We’ll simplify:
✔ What rules apply to you
✔ What decisions you actually need to make
✔ How to move forward with confidence

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation.

Even if you haven’t inherited assets yet… this matters more than you think 💭The rules around inherited accounts are comp...
05/29/2026

Even if you haven’t inherited assets yet… this matters more than you think 💭

The rules around inherited accounts are complex—and they’re not always explained clearly.

This session will give you a solid understanding before you ever have to deal with it.

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation.

There’s more than one way to take distributions from inherited assets 👇And the wrong choice could push you into a higher...
05/26/2026

There’s more than one way to take distributions from inherited assets 👇

And the wrong choice could push you into a higher tax bracket.

We’ll cover:
💡 Lump sum vs spread out strategies
📊 How to time withdrawals
💰 Ways to reduce long-term tax impact

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation.

Not all inherited accounts are created equal 👇Traditional IRA = taxed as incomeRoth IRA = potentially tax-freeBrokerage ...
05/22/2026

Not all inherited accounts are created equal 👇

Traditional IRA = taxed as income
Roth IRA = potentially tax-free
Brokerage = step-up in basis

Knowing the difference can save you thousands.
We’ll explain how to actually use this to your advantage.

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation.

Most people inherit assets… and accidentally create a tax problem 😬We’re walking through exactly how to avoid that.✔ Whe...
05/19/2026

Most people inherit assets… and accidentally create a tax problem 😬

We’re walking through exactly how to avoid that.
✔ When withdrawals are taxed
✔ How timing impacts your tax bracket
✔ What mistakes cost people the most

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation.

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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