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Jessica Rhoades

Exceeding Investors – How to Maintain Financial Health and Wealth

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

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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I Miss My Monthly Paycheck. Help!

About WPC, financial tips, General Information, Retirement Planning / By

One of the most difficult adjustments for clients as they enter retirement is to flip that switch from receiving a paycheck into their bank account to withdrawing funds from their investment accounts.  We have found that many clients have actually worked longer because they just couldn’t reverse this thinking. Investors are savers and for savers …

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What Your Advisors Are Reading This Month (February)

Estate and Charitable Planning, General Information, News, Retirement Planning / By

February Reading List from your WPC Advisors This month’s articles focus on finding unclaimed funds, the Federal Reserve’s economic outlook, estate planning, consumer spending/debt, and where to earn interest on your cash savings.  Last month’s reading list can be found here  Market/Economic Articles Patrick Scarborough:  As Goes January, So Goes The Year? Let’s Hope So …

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client at the center

What Your WPC Advisors Are Reading This Month (January)

financial tips, General Information, News, Next Gen, Tax Information / By

January Reading List from your WPC Advisors Articles this month range from retirement information as related to the Secure 2.0 Act, lessons for new retirees and millennial investor concerns.  We wanted to pass along articles which our advisors found worthwhile from trusted sources. Check back again next month for another reading list… Retiree Articles Todd …

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What to expect in 2023: Information You Should Know

financial tips, News / By

The IRS recently came out with its list of inflation related adjustments to tax brackets, standard deductions, phaseout thresholds and 401(k) contribution limits.  Here are some important new limits to know.  Planning and saving for your retirement has never been more important. If you are older than 50 years of age, pay close attention! If …

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