Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. This quarter we are highlighting Nick Merryman, our new addition to our team. We introduce a special client, Thelma Boyer and introduce some exciting updates to our investment and trading platforms.
In this edition:
WAG on the Move: Welcome Dan Wunderlin!Financial Planning: Saving for College: 529 College Savings Plans
Tax & Legislation Corner: Advance Child Tax Credit Payments
Retirement Planning Corner: How Should Retirees Respond to Inflation
WAG Client Spotlight: Life's sweet moments with Jim and Sue Fox
To read the full newsletter click here: October 2021 Newsletter