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 College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
-
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.
-
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
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.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.