At WDW, we take the time to get to know you and to clarify your unique goals, needs and wants. We survey the associated risks and potential hurdles you may face. We listen. We discuss. We evaluate.
We work with you to build a personal, goal-driven financial strategy based on your time frame and risk tolerance. When choosing investments, portfolios, and time horizons, we focus on what is uniquely important to your family.
We continually monitor the progress of your financial strategy, regularly communicate results back to you and we adjust as your circumstances change, so that we’re better able to keep your financial outcome on the right path.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here are five facts about Social Security that are important to keep in mind.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
In the face of divorce, making changes to insurance coverage may be overlooked.
Do your insurance needs stay the same when the nest empties?
Understanding how a stock works is key to understanding your investments.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
What does your home really cost?
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.
A quick history of the Federal Reserve and overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.