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August 2024

soon to be in retirement in Cincinnati

Soon to be Retirees – What to Know When Plans Change

Leave a Comment / College, Estate and Charitable Planning, financial tips, General Information, Next Gen /

Soon to be Retirees – What to Know When Plans Change   You have worked for 25+ years and are approaching retirement, however, a life change arises and brings uncertainty.  Maybe it is a loss of employment, a health crisis of a spouse, the kids need you to assist with daycare needs for the grandchildren, […]

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what your advisors are reading this month

What Your Advisors Are Reading This Month

Leave a Comment / College, financial tips, Retirement Planning, Tax Information, Uncategorized /

What Your Advisors Are Reading This Month   A Financial Articles 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

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