Taking a Step Towards
FINANCIAL INDEPENDENCE

Tailored Advice for
YOUR RETIREMENT

Understanding
WHAT'S IMPORTANT

FINANCIAL STRATEGIES
For Your Changing Needs

The WDS Difference

In today’s financial environment, the only certain thing is uncertainty. At Wealth Distribution Strategies, LLC we take a comprehensive approach to plan for life’s uncertainties. Let us show you the strategies to give you comfort to be ready for all of life’s challenges.

Fun Facts for the week of October 15th

NONE As of the end of 2017, 19% of Millennial’s and 12% of Baby Boomers had no money (either pre-tax or post-tax) invested in the stock market. Millennial’s were born between 1981-1997 and were ages 20-36 in 2017, while Baby Boomers were born between 1946-1964 and were ages 53-71 in 2017. (Source: Vanguard) BEAR AND […]

Concerned about how Tax Reform will affect you?

Join Wealth Distribution Strategies for an educational event on Tax Cuts and Jobs Act (TCJA) Wednesday, November 7th, 2018 at 6:00 p.m. The evening will focus on what changes were made and how this will affect you and your taxes in 2018. Find out how our team can provide proactive strategies in the year ahead. […]

Fun Facts for the week of October 8th

EDUCATION The unemployment rate in July 2018 for Americans with at least a bachelor’s degree was 2.2%. The unemployment rate in July 2018 for Americans who stopped their education after graduating high school was 4.0%. (Source: Department of Labor) WHAT WE SPEND National Health expenditures were $3.34 trillion in 2016, projected to grow to $5.70 […]