Mar 126 minIN THE SPOTLIGHT: Sarah FaulknerIn the Spotlight for this edition of our newsletter is Sarah Faulkner. Sarah acts as one of our Executive Assistants and her skills in...
Mar 126 minNEWSLETTER: Tax scams and Fraud preventionMar 13, 2024 Welcome back. This week’s newsletter: Tax Scams and Fraud Prevention. We all know that it’s one thing to put some time and...
Feb 284 minIN THE SPOTLIGHT: Taylor RowellOur Spotlight this week shines on Taylor Rowell who rocks as an Executive Assistant at WD Wealth. Taylor is complicated. She is wickedly...
Feb 285 minNEWSLETTER: Top Tax MythsFebruary 28, 2024 Welcome back. This week’s newsletter: Tax Myths and Tax Questions. Most savvy investors are starved for the truth, the...