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?
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
When considering life insurance, it's important to understand your options.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When do you need a will? The answer is easy: right now.
Here are five facts about Social Security that might surprise you.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Are you ready for retirement? Here are five words you should consider.