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.
Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
It sounds simple, but paying yourself first can really pay off.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
When do you need a will? The answer is easy: right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Smart investors take the time to separate emotion from fact.