October 2023

Year End Charitable Gifting

December is fast approaching, now is a great time to review your charitable gifting plans. Here are a few key points of information to know, as well as the potential benefits of charitable gifting. Charitable Gifting Info to Know December 31 is the cutoff date for donations. Organization must be registered with the federal government […]

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what your advisors are reading

What Your Advisors Are Reading This Month

October Reading List from your WPC Advisors   Articles this month focus on the updated Social Security COLA for 2024, long-term investing discipline, Medicare enrollment information, identity theft protection, and current interest rate outlooks. Social Security & Medicare Jerry:             Press Release | Press Office | SSA Tim:               Medicare

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Roth IRA Conversion

Is a Roth Conversion Right For Me?

Roth Conversion This strategy is not for everyone, but everyone should explore this tax savings opportunity.  It may fit your financial situation. When to Consider a Roth Conversion If you think your future tax rate will be higher, convert now and pay a lower tax rate. The key is to look out into your retirement

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Next Gen Wealth planning - couple looking at laptop

Where to Start?

What should be the focus in discussions with a financial advisor? Financial or wealth planning has a broad range of topics.  As CFP® Financial Planners, our focus is on individuals and families achieving their wealth goals and financial security.  Often, we meet individuals who are simply overwhelmed. They ask, “Where do we even start?” or

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