Welcome to WT Financial Services
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Are you a new client looking for information?
Are you a new client looking for information?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
This calculator can help you determine how soon you can pay off your mortgage.
How Long Will It Take to Pay my Balance?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How Long Will Your Funds Last?