September Client Bulletin
In our newsletter, explore topics like 0% interest rates, home owner tax benefits, AI in education, and interest rates for savings accounts.
Author Archives: WFFA
August Client Bulletin
In our August newsletter, read about tax reviews, how to master your credit card, tips to lower the cost of your auto insurance, and more.
July Client Bulletin
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
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
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
April’s newsletter covers the history of form 1040, scams geared towards older adults, good money habits and subscription services.
March Client Bulletin
In our March newsletter, learn about the most important provisions of the recent retirement account legislation.
February Client Bulletin
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.
January Client Bulletin
It’s tax time! Soon, you will be inundated with W-2s and tax forms like 1099s. Our January newsletter shares some great tips for tax season.
December Client Bulletin
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.