Welcome to WT Financial Services
Honesty — Integrity — Experience
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.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Will you be able to afford nursing home care?
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.