Welcome to WT Financial Services
Honesty — Integrity — Experience
Are you a new client looking for information?
Are you a new client looking for information?
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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.
How much life insurance would you need to produce a sufficient income stream for your family?
Determine whether you should consider refinancing your mortgage.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate how much income and savings you may need in retirement.