It is essential to review your estate planning documents every couple of years or when life events change. Not all circumstances require amendments or modifications to your current documents; however, it is always good to look over your directions, appointments and pre-determined plans. If nothing else, it is a good exercise to remind yourself of […]
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Year-End Financial Checklist As the end of the year is fast approaching, now is a suitable time to review the last-minute things you need to address and the goals you want to pursue. In this article 5 questions to ask your financial advisor before year-end, it discusses how small changes to your financial plan before
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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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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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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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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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Before the year is over, cover all your bases and review tax savings strategies to assess if it is beneficial today or in the future. Part of planning is trying to optimize tax savings over your entire lifetime. Below is a list of questions to ask yourself and answer before December 31st. Review Tax Withholding
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December is fast approaching, now is a great time to review your charitable gifting plans. Here are a few key points of information to know, as well as the potential benefits of charitable gifting. Charitable Gifting Info to Know December 31 is the cutoff date for donations. Organization must be registered with the federal government
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Roth Conversion This strategy is not for everyone, but everyone should explore this tax savings opportunity. It may fit your financial situation. When to Consider a Roth Conversion If you think your future tax rate will be higher, convert now and pay a lower tax rate. The key is to look out into your retirement
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