Estate and Charitable Planning

What Your Advisors Are Reading This Month (February)

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 »

Are you Charitable or Philanthropic?

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 …

Are you Charitable or Philanthropic? Read More »