Welcome to WT Financial Services
Honesty — Integrity — Experience
Are you a new client looking for information?
Newsletters
-
Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
-
The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
-
Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
-
The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.