by Marilou Davido | Dec 17, 2024 | Announcements
WFA’s 2023 toy drive was so successful, we decided to do it again. And man did we outdo ourselves! WFA’s staff members joined together to share our good fortune with others, donating enough items to fill an entire bin and then some. We are thankful to those who...
by Marilou Davido | Nov 21, 2024 | Resources
A donor-advised fund (DAF) is a philanthropic vehicle that allows individuals, families, or organizations to make charitable donations while retaining certain controls over how those funds are distributed. It offers a flexible and efficient way to manage charitable...
by Marilou Davido | Oct 28, 2024 | Resources
Tax diversification in investing involves spreading your investments across different types of accounts, assets, and securities to optimize tax efficiency. Here’s a breakdown of key strategies and concepts: Account Types: Taxable Accounts: Investments in regular...
by Marilou Davido | Oct 21, 2024 | Resources
Managing personal finances effectively involves distinguishing between different types of expenses. Two key categories are fixed and variable expenses. Understanding these can help you budget better, plan, and maintain financial stability. Here’s a quick guide...
by Marilou Davido | Oct 21, 2024 | Resources
When a person passes away, their financial obligations don’t simply disappear. The management and settlement of debt can be a complex process, and understanding how it works can help ease the burden on surviving family members. Here’s a brief overview of what happens...
