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.
Newsletters & Articles
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.
August Client Bulletin
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.
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.