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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
What can be learned from the savings rate?
When considering life insurance, it's important to understand your options.
There are things about Social Security that might surprise you.
For some, the social impact of investing is just as important as the return—perhaps, more important.
It's important to make sure your retirement strategy anticipates health-care expenses.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.