July Client Bulletin
In July’s newsletter, learn why you should partner with a tax expert, find out why retiring early is catching on FIRE, tips to avoid the summertime tax blues, and ideas to keep your summer energy costs as low as possible.
Author Archives: WFFA
June Client Bulletin
In this month’s newsletter, find out when it might make sense to have a tax planning session to cut your 2024 tax bill.
May Client Bulletin
In May’s newsletter, find summer tax planning ideas, tips on how to change your money habits and ideas on how to teach your kids about banking.
April Client Bulletin
Take a tax quiz, learn how to keep your passwords under control and peruse a guide on how to approach online reviews.
March Client Bulletin
In our March newsletter read about common tax items that if missing, could cause a delay in filing your return.
February Client Bulletin
Read about six surprising items that you may not know are taxed in addition to other tax and credit score tips in our newsletter.
January Client Bulletin
January’s newsletter has some tips to help stay organized this tax season.
WFFA Admits Mia Lee and Brian Sauer to Partnership
WFFA is pleased to announce that Mia Lee and Brian Sauer will be joining WFFA’s leadership team as partners in the firm beginning in 2024.
December Client Bulletin
December’s newsletter is all about year-end tax cutting ideas, tax surprises to watch out for, and ingredients of successful business partnerships.
November Client Bulletin
November’s newsletter outlines Social Security’s cost-of-living adjustment for 2024 and reveals ways to reduce your 2023 tax bill.