August Reading List from your WPC Advisors Several articles this month focus on financial planning topics for those working towards retirement and those already in retirement! Financial Planning Articles Jerry: Millions of high-earning Americans to lose popular 401(K) tax deduction – here’s what it means for YOU (msn.com) Todd S. I’m a Financial Advisor: Don’t …
July Reading List from your WPC Advisors This month’s articles focus on retirement, inflation reports and economic related news. We hope you find these curated pieces of interest! Market/Economic/Financial Planning Articles Todd L. AC_U.S.-Home-Price-Growth-Over-50-Years.jpg (899×1200) (ritholtz.com) Malea Inflation cooled significantly in June, bringing price hikes close to normal levels (msn.com) Jerry How Many Americans Actually …
June Reading List from your WPC Advisors There is a lot of financial news and information out there, we have selected these articles for sharing this month. Please take a look at our reading list this month which includes articles about: Is a recession coming? What’s to come with the 529 rules in 2024 Student …
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 …
Summer is a great time for young people to get jobs, earn extra cash, and potentially begin building their savings. Many clients want to know: what’s the best long-term solution for savings? Bank accounts can serve a great purpose, but if you want the money to begin making a difference to their future, Wealth Planning …
How to Save: Guidance for Teens & Young Professionals Read More »
Sometimes, all you need is an expert to help you get started. Wealth Planning Corporation is here to help. We’ve created a “Top 3” series to get your thoughts focused on a variety of financial planning topics. Have a specific area that you want guidance in? Let us know! You can contact us here. Top …
Can You Appeal Your Financial Aid Offer? YES! It is not only possible; but, in some cases, recommended. A couple thousand dollars may not sound like much when you are looking at the overall college expense, but it is still real money…your money. Colleges do NOT like to negotiate…so find a better approach. Do not …
Do you have a college graduate entering the workforce? Are you getting ready to send someone off and worried they need a bit of financial guidance to ensure their success? Historically, this is the time of year when we hear “hey would you be able to talk to my graduate about spending and savings habits?” …
College admissions for high school seniors is well underway; and we all know this can be a stressful time for students and parents. I know firsthand having gone through it recently with my two daughters and having two sons who are fast approaching the college search! Am I going to get admitted to my first choice? Will I go out of state or stay local? …
Avoiding Late Fees, Duplication of Health Insurance Premiums & Interest Charges Just as you carefully review your credit card statements, you should look through your student’s college billing statement line by line – reading for both understanding and errors! NOTIFICATION One thing to note, most schools now send only email notifications to the student and …
