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What’s going on with Inflation? Good news from the IRS this week as the tax inflation adjustments for 2023 have been released. The income tax rates, certain deductions, and limitations are [...]
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hat is Lorem Ipsum? Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown [...]
Investing Resources
Click links to view PDFs on investing: Accumulating A Million Dollars What is an Exchange Traded Fund (ETF) Capital Gains and Losses (Individuals, Estates and Trusts) Tax-Exempt vs. Taxable [...]
IRA and Roth IRA Resources
Your WWA adviser is always the best person to discuss your individual needs, wants and wishes when considering retirement accounts. However, if you want to know more about about an Investment [...]
Annuities Resources
Click the link to open the PDFs and learn more about annuities: Variable Annuities Indexed Annuities Immediate Annuities Annuities in Retirement Income Planning
How do you select investments for a client?
Before we recommend any investment portfolio, we consider the current economic conditions, the outlook for that asset class or type of security, and how this investment fits the goal of your [...]
Do you have direct access to my money?
No. However, in order to manage your investments appropriately, you’ll be required to sign off on a commonly used Limited Power of Attorney as part of your advisory agreement. This provides us [...]
