Welcome to WT Financial Services
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Are you a new client looking for information?
Are you a new client looking for information?
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.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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 do you need to save each year to meet your long-term financial goals?
Compare the potential future value of tax-deferred investments to that of taxable investments.
Will you be able to afford nursing home care?
This calculator is designed to help you attach a dollar figure to your life’s work.