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 …
How to go from being a Henry to a Sherwin in your lifetime. (Short for “high earner not rich yet,” the term Henry was coined by Shawn Tully at Fortune magazine nearly 20 years ago) 5 easy steps to start you on your path to success Reach out for guidance early on (do not let fears and insecurities …
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 …
Take time for an investment check up! When was the last time you looked at your investments? Has it been a year or more since you last reviewed your investment portfolio? Investment philosophies and approaches vary, at Wealth Planning Corporation we follow a time-tested formula to help clients achieve their wealth goals through a disciplined …
Is Your Investment Portfolio Meeting Your Needs? Read More »
Emerging Investors – Where do I begin? Emerging investors–or those new to saving, investing, and managing their personal finances–often come to us with targeted “basic” financial questions. This is where the relationship begins. We learn about their situation and long-term goals. Most importantly, we begin to build the partnership. We strive to be their “go …
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 »
Are you looking for a checklist of best practices to set your financial house in order? Here’s our short, simple list of Personal Finance Best Practices (at any age) Live within your Means – Cover your essentials and decide on your extras. Have Health Insurance Coverage – That fits your situation. Establish Automatic Payments – …
Simple Personal Finance Best Practices Checklist Read More »
June Reading List from your WPC Advisors There is a lot of financial news and information out there, we have selected these articles for sharing this month. Please take a look at our reading list this month which includes articles about: Is a recession coming? What’s to come with the 529 rules in 2024 Student …
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 …
3 Financial Tips for Recent College Grads: Tip 3 Read More »
