WDG Associates, Inc.

ESTATE AND FINANCIAL CONSULTANTS

WDG Associates believes financial planning benefits everyone, we offer assistance with retirement, investment, savings, tax strategies, education, and estate planning. We work with businesses and organizations, individuals, couples and families to better manage financial futures. As highly competent and caring professional financial advisors, we strive to realize your financial goals by creative planning, logical implementation, and the stringent commitment to always follow through.
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

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