Welcome to WT Financial Services
Honesty — Integrity — Experience
Are you a new client looking for information?
Are you a new client looking for information?
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.
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.
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 Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much would your monthly lease payment be?
How much will it cost to pay off a loan over its lifetime?
Estimate the future value of your current savings.