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July 2023

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What Your Advisors Are Reading This Month

College, Estate and Charitable Planning, financial tips, General Information, News, Retirement Planning, Tax Information /

July Reading List from your WPC Advisors This month’s articles focus on retirement, inflation reports and economic related news. We hope you find these curated pieces of interest! Market/Economic/Financial Planning Articles Todd L. AC_U.S.-Home-Price-Growth-Over-50-Years.jpg (899×1200) (ritholtz.com) Malea Inflation cooled significantly in June, bringing price hikes close to normal levels (msn.com) Jerry How Many Americans Actually […]

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Is Your Investment Portfolio Meeting Your Needs?

About WPC, financial tips, investment management, Retirement Planning /

Take time for an investment check up! When was the last time you looked at your investments?  Has it been a year or more since you last reviewed your investment portfolio? Investment philosophies and approaches vary, at Wealth Planning Corporation we follow a time-tested formula to help clients achieve their wealth goals through a disciplined

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Emerging Investor – Where do I begin?

About WPC, financial tips, General Information, Next Gen, Retirement Planning /

Emerging Investors – Where do I begin? Emerging investors–or those new to saving, investing, and managing their personal finances–often come to us with targeted “basic” financial questions.  This is where the relationship begins. We learn about their situation and long-term goals. Most importantly, we begin to build the partnership. We strive to be their “go

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Exceeding Investors – How to Maintain Financial Health and Wealth

Estate and Charitable Planning, financial tips, General Information, Retirement Planning, Tax Information /

Our goal is to ensure that when our clients retire, they feel comfortable and confident in their retirement. This confidence is mainly due to their years of saving, investing, and maintaining discipline as it relates to financial well-being.  Deferring their earnings in a tax-advantaged way, keeping a diversified investment allocation in good and bad markets,

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Next Gen Financial Planning - young couple looking over their financial papers on the floor

Simple Personal Finance Best Practices Checklist

financial tips, General Information, Next Gen, Retirement Planning /

Are you looking for a checklist of best practices to set your financial house in order? Here’s our short, simple list of Personal Finance Best Practices (at any age) Live within your Means – Cover your essentials and decide on your extras. Have Health Insurance Coverage – That fits your situation. Establish Automatic Payments –

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