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Now is the time to start. We are committed to our goal of helping our clients take control of their financial lives. A solid financial plan begins with an investment strategy. At WFA we are committed to developing an investment strategy that is tailored to the needs of each individual client. Managing income taxes is a lot more than simply filing annual tax returns. Tax planning can help minimize income taxes, maximize retirement savings and investment, while building wealth. Our advice focuses on provid...

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WFA Asset Management

WFA Asset Management

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WFA Asset Management

WFA Asset Management

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Now is the time to start. We are committed to our goal of helping our clients take control of their financial lives. A solid financial plan begins with an investment strategy. At WFA we are committed to developing an investment strategy that is tailored to the needs of each individual client. Managing income taxes is a lot more than simply filing annual tax returns. Tax planning can help minimize income taxes, maximize retirement savings and investment, while building wealth. Our advice focuses on provid...

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Home - WFA Asset Management Corporation | wfa-asset.com Reviews

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Now is the time to start. We are committed to our goal of helping our clients take control of their financial lives. A solid financial plan begins with an investment strategy. At WFA we are committed to developing an investment strategy that is tailored to the needs of each individual client. Managing income taxes is a lot more than simply filing annual tax returns. Tax planning can help minimize income taxes, maximize retirement savings and investment, while building wealth. Our advice focuses on provid...

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wfa-asset.com

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Investment Manager - WFA Asset Management Corporation

http://www.wfa-asset.com/10-freeslider/25-investment-manager1

Now is the time to start. We are committed to our goal of helping our clients take control of their financial lives. A solid financial plan begins with an investment strategy. At WFA we are committed to developing an investment strategy that is tailored to the needs of each individual client. Managing income taxes is a lot more than simply filing annual tax returns. Tax planning can help minimize income taxes, maximize retirement savings and investment, while building wealth.

2

Tax Planning - WFA Asset Management Corporation

http://www.wfa-asset.com/10-freeslider/24-tax-planning

Now is the time to start. We are committed to our goal of helping our clients take control of their financial lives. A solid financial plan begins with an investment strategy. At WFA we are committed to developing an investment strategy that is tailored to the needs of each individual client. Managing income taxes is a lot more than simply filing annual tax returns. Tax planning can help minimize income taxes, maximize retirement savings and investment, while building wealth.

3

Financial Briefs

http://www.wfa-asset.com/financial-tools/financial-briefs

4 Year-End Strategies For Investors. The end of the year is a great time to assess your current investments from both a tax, and a financial perspective. Depending on your situation, you might rely on four key strategies to improve your tax picture for 2016:. 1 Capital loss harvesting:. 2 Capital gain harvesting:. On the flip side, you might use an existing loss on a securities sale to absorb the potential tax from a capital gain. For example, if you've taken a loss, you might harvest a short-term ca...

4

Retirement Planning - WFA Asset Management Corporation

http://www.wfa-asset.com/10-freeslider/23-retirement-planning

Now is the time to start. We are committed to our goal of helping our clients take control of their financial lives. A solid financial plan begins with an investment strategy. At WFA we are committed to developing an investment strategy that is tailored to the needs of each individual client. Managing income taxes is a lot more than simply filing annual tax returns. Tax planning can help minimize income taxes, maximize retirement savings and investment, while building wealth.

5

Articles of Interest - WFA Asset Management Corporation

http://www.wfa-asset.com/financial-tools/articles-of-interest

Trade an Annuity for a Better One. Trading one annuity for another can save you thousands of dollars. Here are the details. 26 Aug, 2016. You've Recently Retired. Now What? It is important to shift your mindset from saving to spending. Here's help for doing it. 26 Aug, 2016. The Rich Beat Others on Investments Too. According to new data, the wealthy make more money on their investments than the less affluent. 26 Aug, 2016. States Face a $1 Trillion Pension Shortfall. 26 Aug, 2016. 26 Aug, 2016. The autho...

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divfinsolutions.com

Resources - DFS Store | Divorce Financial Solutions, LLC

http://www.divfinsolutions.com/resources

Resources for managing divorce financial decisions. Whenever we find outside resources helpful for making well-informed financial decisions related to divorce, we post them here. Collaborative Family Law Council of Wisconsin. 8211; http:/ www.collabdivorce.com. International Academy of Collaborative Professionals. 8211; http:/ www.collaborativepractice.com. Wisconsin Association of Mediators. Http:/ www.wamediators.org/. WFA Asset Management Corporation. 8211; http:/ www.wfa-asset.com. Is COBRA the corre...

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Home - WFA Asset Management Corporation

Now is the time to start. We are committed to our goal of helping our clients take control of their financial lives. A solid financial plan begins with an investment strategy. At WFA we are committed to developing an investment strategy that is tailored to the needs of each individual client. Managing income taxes is a lot more than simply filing annual tax returns. Tax planning can help minimize income taxes, maximize retirement savings and investment, while building wealth. Our advice focuses on provid...

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