Financial Tips to Know Early in Life Over the years our clients have made comments about financial decisions or actions they wish they had taken earlier in life. These financial tips to know early in life were compiled into a series of If I Knew This financial advice tidbits. Most often it is our […]
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40 Acts of Kindness Our Giving Back List of 40 Acts of Kindness is growing to showcase the amazing generosity and charity of our team and our 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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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! 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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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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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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New Parents Tax Blog By: Tim Dougherty, CFP® Becoming a new parent is stressful then add financial questions and taxes into the mix. Honestly, this may cause some parents to break out in hives! Benadryl, anyone? There is a lot to know when it comes to the finances of parenting – the baby budget, daycare
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Recently Schwab posted an article about (1) Love and Money: Navigating Your Finances Together | LinkedIn The “money talk” can be daunting and difficult. We have worked with clients bringing them to the same page for many years. Here is a blog containing three easy tips for beginning a life of financial bliss together. Couples
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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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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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