May 2024

what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   Reading List from your WPC Advisors   What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting.   Be sure to check back monthly for more […]

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Cincinnati financial planning

Types of Investment Accounts

Investment and Savings Accounts What type of financial account do you have, and do you understand its tax consequences?   During client meetings we are often asked to explain what the differences are between various types of accounts, as well as how they are taxed. Read to learn more about employer plans, IRA’s, college savings

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what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   Reading List from your WPC Advisors   What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting.   Be sure to check back monthly for more

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Wealth Planning Corporation in Cincinnati 40th Anniversary logo

Giving Back: 40 Acts of Kindness

40 Acts of Kindness We have witnessed amazing generosity and charity by our clients through the years. In fact, just last year the Qualified Charitable Donations (QCD’s) distributed from our client accounts in total came to over $256,000.  When all those gifts are added together, one can really see their collective impact.   In addition to

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