Stories

When I was in high school and college, I was fortunate to work for a patient home remodeler who taught me everything I know about repairing and maintaining a home....

Surely, you’ve heard the story of the tortoise and the hare.  The beloved life lesson yielding story of the over-confident rabbit and the humble turtle.  Spoiler alert:  The humble turtle wins....

We are honored to celebrate 50 years serving our amazing clients. We are grateful to have built relationships that have lasted multiple generations. From the very start of WDW Financial, our team has been committed to putting people first....

Are you charitably inclined?  Do you regularly financially support your house of worship or your favorite causes?  Do you also have investments in non-IRA accounts that have appreciated significantly?...

As several of our clients know, I was very fortunate to recently run the Western States Endurance Run, which covers 100 miles on the trails from Squaw Valley Olympic Village to Auburn, CA. This is the oldest and most storied ultramarathon in the country and perhaps the world....