General Information

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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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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Wealth Planning Corporation in Cincinnati 40th Anniversary logo

Giving Back: 40 Acts of Kindness

40 Acts of Kindness We have witnessed amazing generosity and charity by our clients through the years. In fact, just last year the Qualified Charitable Donations (QCD’s) distributed from our client accounts in total came to over $256,000.  When all those gifts are added together, one can really see their collective impact.   In addition to

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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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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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Our Market Recap of 2023 and Outlook for 2024

WPC Annual Meeting Summary and Takeaways Our 2023 Recap and 2024 Outlook and Team News   WPC Annual Meeting’s Key Takeaways There is a difference of opinion on recession versus soft landing as the year begins. The effects of the Federal Reserve’s monetary policy have long and variable lags. There is still more to play

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