Welcome to WT Financial Services
Honesty — Integrity — Experience
Are you a new client looking for information?
Are you a new client looking for information?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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 presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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.
Estimate the future value of your current savings.