10670 N. Central Expressway, Ste. 501, Dallas, TX 75231 469-621-1800   toll free: 888-887-3930   fax:469-621-1806     
Ready for Retirement? The Cycle of Investing Do You Feel Lucky?

Insight

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.

Focus

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.

Achievement

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.

 

Helpful Content

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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