Welcome to WT Financial Services
Honesty — Integrity — Experience
Are you a new client looking for information?
Are you a new client looking for information?
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much can you afford to pay for a car?
This calculator is designed to help you attach a dollar figure to your life’s work.