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Prepare For The Holidays With '12 Days of Taxes'

Submitted by WWA Planning & Investments on November 24th, 2019

There is no gift that says “I love you” like a lower tax bill in April. Between all the holiday parties and batches of eggnog, there are some financial tasks to check off your list before Dec. 31. In addition to a gift of time, it is probably one of the more important gifts to give.

◗ Contributions to Indiana 529 plans.

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Fred Rogers, Financial Planner

Submitted by WWA Planning & Investments on October 24th, 2018

Fred Rogers was probably the best-known actor/producer of children’s programming in the country until his death in 2003. For an interesting look at his life, I recommend the documentary film, Won’t You Be My Neighbor which was released earlier this year.

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Video: Saving For Your Child's School

Submitted by WWA Planning & Investments on June 13th, 2018

 A post-secondary degree is essential to earn a foothold in the workforce. 

 
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Any Road Will Take You There

Submitted by WWA Planning & Investments on March 29th, 2017

Since I’m on the leading edge of the Baby Boom generation, the Beatles have been an influence on my life for more than half a century. During their touring years, the least flamboyant of them was George Harrison, the lead guitarist and contributor of one song per album. After the band members went their separate ways, he became better known as a songwriter.

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Hi Ho, Hi Ho, It's Off to School We Go - 2013 Edition

Submitted by WWA Planning & Investments on July 21st, 2015

I think most college students will agree that going off to school may involve some fun but it’s basically going to be their job for several years. That said, borrowing today’s title from the Disney movie Snow White and the Seven Dwarfs seems appropriate since that’s the song the dwarfs sing as they head out to work at the mine.

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Hi Ho, Hi Ho, It's Off to School We Go - 2014 Edition

Submitted by WWA Planning & Investments on July 9th, 2014

I think most college students will agree that going off to school may involve some fun but it’s basically going to be their job for a few years. That said, borrowing today’s title from the Disney movie Snow White and the Seven Dwarfs seems appropriate since it’s the song the dwarfs sing as they head out to work at the mine.

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