June 2024

Wealth Planning Corporation in Cincinnati 40th Anniversary logo

Our Giving Back List: 40 Acts of Kindness

40 Acts of Kindness   Our Giving Back List of 40 Acts of Kindness is growing to showcase the amazing generosity and charity of our team and our clients.  Our clients have demonstrated numerous acts of kindness through the years. In fact, just last year the Qualified Charitable Donations (QCD’s) distributed from our client accounts […]

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parents with new kids saving

Parents with New Kids – What to Know Starting Out

Parents with New Kids: What to Know Starting Out Young parents with new kids – what to know starting out.  Here are three quick tips for early financial success as you begin the journey. Building a family, thinking about budgets, worrying about college funding and protecting your family’s financial well-being may feel a little overwhelming.

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Graduates with New Jobs – What to Know Starting Out!

Graduates with New Jobs: What to Know Starting Out!   Three quick tips for early financial success as you start out. Learning a new job, moving to a new place, meeting new faces, and visiting your college friends all takes planning. During this busy time, don’t forget about planning your finances. Financial Tip #1: Create

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