Welcome to WT Financial Services
Honesty — Integrity — Experience
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Newsletters
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Baseball Lessons That Might Help Change Up Your Finances
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
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HOT TOPIC: High Inflation: How Long Will It Last?
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.
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If You Don’t Have a Will, You Probably Should
Do you have a will? If not, this article offers three key reasons why you should.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.