Receiving a Tax Refund For those who may be receiving a tax refund from the Treasury Department, here is an opportunity to save for future financial goals. Take these funds and use them for retirement planning, college funding, or other planned short-term and long-term financial goals. Tax Filing and Funding Financial Accounts Contribute to a […]
Receiving a Tax Refund Read More »
New Parents Tax Blog By: Tim Dougherty, CFP® Becoming a new parent is stressful then add financial questions and taxes into the mix. Honestly, this may cause some parents to break out in hives! Benadryl, anyone? There is a lot to know when it comes to the finances of parenting – the baby budget, daycare
New Parents Tax Blog Read More »
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
Giving Back: 40 Acts of Kindness Read More »
What Your Advisors Are Reading This Month Reading List from your WPC Advisors for March 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 article links sourced from trusted news providers interesting. Be sure to check back
What Your Advisors Are Reading This Month Read More »
Recently Schwab posted an article about (1) Love and Money: Navigating Your Finances Together | LinkedIn The “money talk” can be daunting and difficult. We have worked with clients bringing them to the same page for many years. Here is a blog containing three easy tips for beginning a life of financial bliss together. Couples
Marriage and Finance Read More »
It’s an election year! Each election cycle brings campaigning, lots of news reporting and uncertainty. A common question we are asked is how will the election year impact markets? Read our Election Year and Market Impact Commentary for the complete analysis and charts. Super Tuesday results are in! It looks, as though it will be
Election Year and Market Impact Commentary Read More »
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 article links sourced from trusted news providers interesting. Be sure to check back monthly for
What Your Advisors Are Reading This Month Read More »
WPC Annual Meeting Summary and Takeaways Our 2023 Recap and 2024 Outlook and Team News WPC Annual Meeting’s Key Takeaways There is a difference of opinion on recession versus soft landing as the year begins. The effects of the Federal Reserve’s monetary policy have long and variable lags. There is still more to play
Our Market Recap of 2023 and Outlook for 2024 Read More »
Tax filing time is here and usually that brings many questions. Here are answers to the most common tax filing questions and supporting articles for reference. What dates should I mark on my calendar? January 29 – Filing season start date for individual filers April 15 – Due date for filing a tax return or
Tax Filing Time is Here! Read More »
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 article links sourced from trusted news providers interesting. This is the first in our series
What Your Advisors Are Reading This Month Read More »
