Welcome to Wayt Financial
Our mission is to help our hard-working and hard-saving clients to make their golden years just that – truly golden. Recommendations are made by Bryan G. Wayt, an advisor since 1995 and a CERTIFIED FINANCIAL PLANNER® professional since 2001.
We are a team of experienced professionals, ready to help with your financial issues and concerns.
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Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Helpful Content
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
To choose a plan, it’s important to ask yourself four key questions.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Saving for College 101
Here's a crash course on saving for college.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
When Markets React
When markets shift, experienced investors stick to their strategy.