General Information

spring financial tips

Financial Spring Cleaning Tips

Tips for Making Cleaning Your Closet Easier   There’s something satisfying about cleaning out your closet, especially at this time of year. Here are some tips on how to make spring cleaning your closet a little easier. Not sure what to keep or get rid of? Try the clothes hanger hack! Turn all your coat […]

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emergency fund

Emergency Funds – Save the Day!

Life happens. Appliances break, car tires need replacing, jobs are eliminated, and many other emergencies can pop up when you least expect them. You cannot control when these will arise, but you can be prepared for them. Start to build your rainy-day funds today.  This is an important message for all ages from emerging to

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Wealth Planning Corporation in Cincinnati 40th Anniversary logo

40 Acts of Kindness

40 Acts of Kindness   Our Giving Back List of 40 Acts of Kindness continues to grow and showcase the amazing generosity and charity of our team and clients.  Our clients have demonstrated numerous acts of kindness through the years. In fact, just last year the Qualified Charitable Donations (QCD’s) distributed from our client accounts

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Social Security: Facts to Know

Social Security 5 Facts You Need to Know Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind. 1. Social Security Is a Critical Source of Retirement Income Some

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family estate planning

Essential Estate Planning Review Questions

It is essential to review your estate planning documents every couple of years or when life events change.  Not all circumstances require amendments or modifications to your current documents; however, it is always good to look over your directions, appointments and pre-determined plans.  If nothing else, it is a good exercise to remind yourself of

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