May Reading List from your WPC Advisors Several debit ceiling articles are on the list this month along with pieces discussing mortgages at death, 529 plan secrets and the equity outlook in May. Watch for our monthly What your Advisors are Reading email which will connect you to all of our reading lists and blog …
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 1 Read More »
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 …
Heading into Retirement? Here is your must-know information. Read More »
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 …
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 …
This time of year, we tend to receive more questions about investments as families prepare their tax returns. Here are some of the recent FAQs we have answered about IRAs: What is the RMD age now? You must begin taking your RMD by April 1st of the year you turn 73 (for those born between …
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 …
What Your WPC Advisors Are Reading This Month (January) Read More »
This year’s Giving Tuesday is Tuesday, November 29th. Giving Tuesday is a day when many people give to charitable organizations and find ways to give back to their local communities. There are many tools and resources available to assist you with making your decision(s) about where to donate. The IRS Tax Exempt Organization Search is …
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 …
What to expect in 2023: Information You Should Know Read More »
As we are in the last quarter of 2022, now is a great time to review and finish up the year stronger financially! Review and maximize annual contributions to Health Savings Accounts, IRA’s, Roth IRA’s and employer sponsored plans: HSA Limits: Single $3,650 Family $7,300 +$1,000 catch-up for those older than age 55 IRA/IRA Roth …
