financial tips

3 Financial Tips for Recent College Grads: Tip 1

Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first …

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Heading into Retirement? Here is your must-know information.

https://vimeo.com/825901161?share=copyThere’s a popular saying, “You don’t know what you don’t know.” But when you’re heading into retirement, you need to be prepared with several essential pieces of information. Wealth Planning Corporation can make sure you know what you need to know. Here’s our list of must-have information upon retirement: Your Balance Sheet: A balance sheet …

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What Your Advisors Are Reading This Month

The Latest Reading List from your WPC Advisors This month’s articles focus on the debt ceiling, saving strategies, tax reporting, Roth IRA planning and cybersecurity awareness.  Our monthly What your Advisors are Reading email shares links to recent articles that we think may be of interest to you.  You can access our archived reading list …

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I Miss My Monthly Paycheck. Help!

One of the most difficult adjustments for clients as they enter retirement is to flip that switch from receiving a paycheck into their bank account to withdrawing funds from their investment accounts.  We have found that many clients have actually worked longer because they just couldn’t reverse this thinking. Investors are savers and for savers …

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client at the center

What Your WPC Advisors Are Reading This Month (January)

January Reading List from your WPC Advisors Articles this month range from retirement information as related to the Secure 2.0 Act, lessons for new retirees and millennial investor concerns.  We wanted to pass along articles which our advisors found worthwhile from trusted sources. Check back again next month for another reading list… Retiree Articles Todd …

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What to expect in 2023: Information You Should Know

The IRS recently came out with its list of inflation related adjustments to tax brackets, standard deductions, phaseout thresholds and 401(k) contribution limits.  Here are some important new limits to know.  Planning and saving for your retirement has never been more important. If you are older than 50 years of age, pay close attention! If …

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