BEVERLY WENDT - CFP ®
Beverly A. Wendt Financial Planning & Wealth Management
The trouble with the future is that it keeps getting closer and closer. Which means, regardless of your current age, income or goals, it's important to begin developing a plan today. We like to look at your individual needs before anything else. Learn about the tools and resources we offer to help meet your needs.
The ability to convert ideas to things is the secret to outward success.
-Henry Ward Beecher
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.