by Marilou Davido | Dec 20, 2023 | Announcements
WFA Asset Management Corporation is excited to announce that Senior Tax Adviser, Jake Janicek, has received his Series 65 Securities License and can service clients as an Investment Adviser Representative. As an IAR, Jake’s current role as the lead of our tax...
by Marilou Davido | Dec 5, 2023 | Announcements
This holiday season, WFA staff members hit the aisles and filled their carts in hopes of spreading the magic of Christmas a little bit further this year. We are thankful to those who donated to the U.S. Marine Corps Reserve Toys for Tots Program and look forward to...
by Marilou Davido | Nov 20, 2023 | Resources
Trusts come in many different forms and serve many different purposes. For families who have a special needs beneficiary, it is important to consider the use of a special needs trust within the estate plan. A special needs trust, sometimes called supplemental needs...
by Marilou Davido | Nov 19, 2023 | Resources
Divorce can be a stressful and traumatic time in anyone’s life. Dealing with insurance decisions is way down the list of fun things to do, but understanding insurance requirements, responsibilities and some creative planning can prove to be invaluable both pre-and...
by Marilou Davido | Nov 19, 2023 | Resources
Taxpayers who sell their home may qualify to exclude all or part of any gain from the sale when filing their tax return. Here are some things that homeowners should think about when selling a home: Capital Gains Tax: The profit from selling your home is taxable income...
