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 explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Determine whether you should consider refinancing your mortgage.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.