Author Archives: WFFA

October Client Bulletin

By

Saving money can feel like an uphill battle. In October’s newsletter, read about 5 ideas that can help you on your road to building wealth.

August Client Bulletin

By

Scammers are always scheming up new ways to steal your money. In this month’s newsletter, read about the latest scams flagged by the IRS that you should be on the lookout for this summer.

July Client Bulletin

By

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.

June Client Bulletin

By

In this month’s newsletter, find out when it might make sense to have a tax planning session to cut your 2024 tax bill.

April Client Bulletin

By

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

By

In our March newsletter read about common tax items that if missing, could cause a delay in filing your return.

February Client Bulletin

By

Read about six surprising items that you may not know are taxed in addition to other tax and credit score tips in our newsletter.