financial tips

parents with new kids saving

Parents with New Kids – What to Know Starting Out

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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Graduates with New Jobs – What to Know Starting Out!

Graduates with New Jobs: What to Know Starting Out!   Three quick tips for early financial success as you start out. Learning a new job, moving to a new place, meeting new faces, and visiting your college friends all takes planning. During this busy time, don’t forget about planning your finances. Financial Tip #1: Create

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what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   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 monthly for more

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Cincinnati financial planning

Types of Investment Accounts

Investment and Savings Accounts What type of financial account do you have, and do you understand its tax consequences?   During client meetings we are often asked to explain what the differences are between various types of accounts, as well as how they are taxed. Read to learn more about employer plans, IRA’s, college savings

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what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   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 monthly for more

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Receiving a Tax Refund

Receiving a Tax Refund For those who may be receiving a tax refund from the Treasury Department, here is an opportunity to save for future financial goals.   Take these funds and use them for retirement planning, college funding, or other planned short-term and long-term financial goals. Tax Filing and Funding Financial Accounts Contribute to a

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what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   Reading List from your WPC Advisors for March   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 article links sourced from trusted news providers interesting.   Be sure to check back

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Election Year and Market Impact Commentary

It’s an election year! Each election cycle brings campaigning, lots of news reporting and uncertainty.  A common question we are asked is how will the election year impact markets? Read our Election Year and Market Impact Commentary for the complete analysis and charts. Super Tuesday results are in! It looks, as though it will be

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