Welcome to WT Financial Services
Honesty — Integrity — Experience
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Newsletters
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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.
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Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
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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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Medicare Open Enrollment: A Time for Choices
Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.