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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Gaining a better understanding of municipal bonds makes more sense than ever.
Is your estate in order? This short quiz may help you assess your overall strategy.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
However exciting retiring abroad may sound, it deserves considerable planning.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Are you ready for retirement? Here are five words you should consider.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.