Welcome to WT Financial Services
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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.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Estimate the future value of your current savings.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate how much income and savings you may need in retirement.