Author Archives: WFFA

July Client Bulletin

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In July’s newsletter, learn about the increasing federal interest rate and how to increase the odds of getting your tax burden lowered.

June Client Bulletin

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In June’s newsletter, find out how your kids day camps may be tax deductible, how to shield your emergency fund from inflation and more.

May Client Bulletin

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In May’s newsletter, discover ways to lower your 2023 tax obligation, how to manage taxes for summer jobs, and more tips.

April Client Bulletin

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April’s newsletter covers the history of form 1040, scams geared towards older adults, good money habits and subscription services.

March Client Bulletin

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In our March newsletter, learn about the most important provisions of the recent retirement account legislation.

February Client Bulletin

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In February’s newsletter, we discuss why it’s beneficial to file your taxes early and how to make sure your taxes don’t get stuck or delayed.

December Client Bulletin

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In order to help you make the most of potential tax saving moves before the end of 2022, our December newsletter features several year-end tax cutting ideas.

November Client Bulletin

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Social Security recipients got some great news about their benefits. Check out this month’s newsletter to learn more about the cost-of-living increase for 2023.