Welcome to WT Financial Services
Honesty — Integrity — Experience
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Newsletters
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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.
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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.