by Marilou Davido | Jan 7, 2025 | Resources
In November 2024, the courts approved the settlement of a class action alleging the existence of an anticompetitive agreement that resulted in home sellers paying inflated commissions to real estate brokers or agents in violation of antitrust law. The case was brought...
by Marilou Davido | Dec 30, 2024 | Announcements
As we approach the beginning of a new year, it’s customary to reflect and give thanks for many things in our lives, and for all that we’ve achieved in the past year, both personally and professionally. Below are some of WFA’s highlights. WFA continues to expand our...
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...
