Welcome to WT Financial Services
Honesty — Integrity — Experience
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Are you a new client looking for information?
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.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much would your monthly lease payment be?
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.