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financial tips

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

financial tips, Retirement Planning /

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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monthly paycheck

I Miss My Monthly Paycheck. Help!

About WPC, financial tips, General Information, Retirement Planning /

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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What to expect in 2023: Information You Should Know

financial tips, News /

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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Student Loan Debt Cancellation – What to Know?

College, financial tips, General Information, Next Gen /

Student Loan Debt Cancellation – What You Need to Know Recently, President Biden extended the student loan payment pause until 12/31/2022 and announced that $10,000 of federal student loans would be cancelled for those making less than $125,000 annually or $250,000 if a married couple.  People who also received Pell grants will be able to

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Financials 101: 26 Financial Tips for the Next Generation

About WPC, financial tips, General Information, Next Gen /

Why is it important to start early in saving for retirement?  Here are a few stats to ponder…the Government Accountability Office study (2019) found that nearly 48% of Americans ages 55 and older don’t have any retirement nest egg or traditional pension plan. Transamerica Center for Retirement Studies found in its 20th annual survey that

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