November’s Reading List Successful savings habits, investment opinions, and financial planning articles are in the lineup this month. We thought you may find these articles of interest. If you would like to check out our past lists, they are all archived on the website. Savings and Investing Jerry Yox Eight Important Success Habits I Learned …
Before the year is over, cover all your bases and review tax savings strategies to assess if it is beneficial today or in the future. Part of planning is trying to optimize tax savings over your entire lifetime. Below is a list of questions to ask yourself and answer before December 31st. Review Tax Withholding …
December is fast approaching, now is a great time to review your charitable gifting plans. Here are a few key points of information to know, as well as the potential benefits of charitable gifting. Charitable Gifting Info to Know December 31 is the cutoff date for donations. Organization must be registered with the federal government …
October Reading List from your WPC Advisors Articles this month focus on the updated Social Security COLA for 2024, long-term investing discipline, Medicare enrollment information, identity theft protection, and current interest rate outlooks. Social Security & Medicare Jerry: Press Release | Press Office | SSA Tim: Medicare …
What should be the focus in discussions with a financial advisor? Financial or wealth planning has a broad range of topics. As CFP® Financial Planners, our focus is on individuals and families achieving their wealth goals and financial security. Often, we meet individuals who are simply overwhelmed. They ask, “Where do we even start?” or …
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 …
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 …
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, …
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