When Does an S Corp Make Sense? A Tax Savings Perspective
May 15, 2025
S Corps can save business owners thousands in self-employment taxes — but only in the right situation. A case study on when the structure makes sense.
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Wealth Planning
The Power of Compounding: Why Small Financial Decisions Lead to Future Growth
Compounding amplifies small, consistent actions into massive results. Here's how tax efficiency, early investing, and lifestyle tweaks build wealth.
February 20, 2025
Wealth Planning
How Do You Balance It All? Creating Financial Priorities and a Values-Aligned Plan
When life gets busy, financial planning is often first to drop. Here's how to build a balanced, values-driven plan one small step at a time.
December 18, 2024
Tax Strategy
Year-End Tax Strategy: 6 Steps to Optimize Your Taxes Before December 31st
Tax planning is a year-round activity, and many opportunities require action before December 31st. Here are six steps to lower your taxable income.
December 18, 2024
Tax Strategy
Tax Planning: A Strategic Approach to Minimizing Your Tax Burden
With careful planning you can significantly lower your tax bill. Here are key strategies, best practices, and the most common mistakes to avoid.
November 12, 2024
Tax Strategy
2025 Tax Law Changes
Many provisions of the 2017 Tax Cuts and Jobs Act are set to sunset after 2025. Here's what's changing and how it affects the average investor.
November 7, 2024
Wealth Planning
How to Grow Your Wealth While Keeping Risks in Check
Risk is inherent in investing, but it can be managed. Here are the key strategies for managing investment risk through diversification and more.
November 7, 2024
Wealth Planning
Managing Risk: Protect Your Financial Future With Insurance
Insurance is the quarterback of risk management. Here's a breakdown of the types of coverage, when to review your policies, and how to protect your assets.
November 7, 2024
Wealth Planning
The Benefits of Long-Term Investment Planning
Successful investing is about time in the market, not timing the market. Here's what moving slowly and intentionally means for your portfolio.
November 7, 2024
Market Outlook
WDW's Party Line: What You Need to Know About Election Season & Your Financial Plan
Elections create short-term volatility but rarely alter the market's long-term trajectory. Why staying invested beats reacting to the news cycle.
November 7, 2024
Firm News
An Antidote to Fear
A simple gratitude practice to help quiet anxiety in uncertain times.
April 17, 2023
Firm News
Celebrating 50 Years
A reflection on five decades of WDW Financial, the people who built it, and a commitment to serving families as if they were our own.
April 17, 2023
Market Outlook
Does the Tortoise Actually Win?
Short cuts and quick fixes rarely work when it comes to your family's future. A reminder that slow and steady still wins the race.
April 17, 2023
Tax Strategy
Giving Appreciated Shares
A tax-efficient way to support the causes you love — donating appreciated stock instead of cash can keep more of your gain out of Uncle Sam's pocket.
April 17, 2023
Firm News
Guatemala
A board member's firsthand account of serving families through Buckner's Family Hope Centers — and the lasting impact of showing up.
April 17, 2023
Firm News
Have You Gotten Tested?
The peace of mind that comes from a clean test result is a lot like the relief of a good financial plan — knowing you're going to be okay.
April 17, 2023
Firm News
May We Remember
A reflection on kindness, community, and the lessons we hope not to forget from a season of unexpected togetherness.
April 17, 2023
Wealth Planning
Thinking About Buying a New Car?
A few quick, practical tips on buying versus leasing, financing versus cash, and getting the most value from your next vehicle.
April 17, 2023
Firm News
Western States Endurance Run
100 miles, 27 hours, and a few lessons on why struggle makes us stronger — reflections from one of the world's oldest ultramarathons.
April 17, 2023
Wealth Planning
Why Do We Need Professional Help?
Time, technique, and temperament — the three T's that explain why it pays to call a professional for your family's most important financial projects.
April 17, 2023
Firm News
Our Story
WDW (Westbrooks Dugger & Westbrooks) Financial has guided individuals, families, and companies for decades. Here's how it all began.
April 15, 2023