Welcome to WT Financial Services
Honesty — Integrity — Experience
Are you a new client looking for information?
Are you a new client looking for information?
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?
Determine whether you should consider refinancing your mortgage.