May Client Bulletin
Explore four areas to review before creating your 2025 tax plan and find estate planning tips in May’s newsletter.
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April Client Bulletin
In this months newsletter, find a list of questions to ensure you’re prepared for the April 15th filing deadline.
March Client Bulletin
To lend you a helping hand this tax season, learn about tax return information that is easy to miss and how tax laws scheduled to expire at the end of 2025 may leave you with a higher tax bill.
February Client Bulletin
Some people avoid filing their tax return. Others don’t file right away because they know they owe a lot. In February’s newsletter, read about why it might make sense to file your tax return early and what to do if you get incorrect info on your return.
January Client Bulletin
January’s newsletter is focused on preparation tips for the upcoming filing season, reviewing your retirement savings plan, and how to review your financial health.
WFFA Admits Marty Gennusa to Partnership
Marty Gennusa has been admitted to WFFA’s partnership.
December Client Bulletin
In this month’s newsletter, check out our year-end tax savings checklist and learn about tax policy changes that may be on the horizon in 2025.
November Bulletin
Discover common tax myths, Social Security benefit changes in 2025 and how to avoid sneaky add-on fees, all in our November newsletter.
October Client Bulletin
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.
September Client Bulletin
Learn how much you can save by reducing the interest on your mortgage, how cancelled debt works, and more.