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?
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to determine whether you qualify for the different types of IRAs.
This calculator is designed to help you attach a dollar figure to your life’s work.
This calculator can help you determine whether you should consider converting to a Roth IRA.