Jessica Rhoades

I Miss My Monthly Paycheck. Help!

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)

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)

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

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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Student Loan Debt Cancellation – What to Know?

Student Loan Debt Cancellation – What You Need to Know Recently, President Biden extended the student loan payment pause until 12/31/2022 and announced that $10,000 of federal student loans would be cancelled for those making less than $125,000 annually or $250,000 if a married couple.  People who also received Pell grants will be able to …

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