What is your financial timeline? Where do you see yourself? Do you know how to work through life’s many transitions? From young emerging investors to seasoned exceeding investors, along the way financial events will arise and wo will the need for confident financial decision making. We often hear from our clients “we don’t want to …
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 …
Our goal is to ensure that when our clients retire, they feel comfortable and confident in their retirement. This confidence is mainly due to their years of saving, investing, and maintaining discipline as it relates to financial well-being. Deferring their earnings in a tax-advantaged way, keeping a diversified investment allocation in good and bad markets, …
Exceeding Investors – How to Maintain Financial Health and Wealth Read More »
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 …
What Your Advisors Are Reading This Month (February) Read More »
Charitably inclined means you give time, energy or resources to known organizations that are near and dear to your heart. For example, charitable giving can include annual donations to a camp or university that really impacted your life or volunteering at a local food pantry or shelter for victims of domestic abuse. Here is an …
