Welcome to WT Financial Services
Honesty — Integrity — Experience
Are you a new client looking for information?
Are you a new client looking for information?
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.
Do you have a will? If not, this article offers three key reasons why you should.
This calculator can help you determine whether you should consider converting to a Roth IRA.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.