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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We are very excited to share the news that we are a proud sponsor of the Thanksgiving Day Race in Cincinnati this year! As part of our 40th Anniversary Celebration of giving back to the community, we are sponsoring and organizing a walking/running team with as many of our clients as possible. Come wobble with
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Handling Financial Matters and Chronic Illness This blog will provide tips for handling financial matters when a loved one receives a difficult diagnosis of a chronic illness. Wealth Planning Corporation has been working with individuals and families for forty years and during that time we have witnessed our clients’ many stages of life. Getting older
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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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What to know about the upcoming housing market shift if you are on the buying side of the equation. The drop in mortgage rates has slightly increased activity in mortgage applications. Home buyers wade back into housing market as mortgage rates fall for fifth week in a row (msn.com). If you are looking to make
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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 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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Financial Tips to Know Early in Life Over the years our clients have made comments about financial decisions or actions they wish they had taken earlier in life. These financial tips to know early in life were compiled into a series of If I Knew This financial advice tidbits. Most often it is our
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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
What Your Advisors Are Reading This Month Read More »
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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