WPC’s December Reading List What Your Advisors Are Reading This Month. Here’s our final reading list for 2023! We hope you find these curated articles and videos of interest. Watch for more of our lists in 2024. This month we have a range of topics from housing sales and home buying to labor market data. […]
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Part 2 – Permission to Spend It Permission to spend your hard-earned savings is what retirees need to hear. Initially retirees feel unable or literally scared to spend their hard-earned income once the paychecks stop coming into their bank account. Often the steps have been taken and monthly payments from investment accounts, Social Security
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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
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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
Take time for an investment check up! When was the last time you looked at your investments? Has it been a year or more since you last reviewed your investment portfolio? Investment philosophies and approaches vary, at Wealth Planning Corporation we follow a time-tested formula to help clients achieve their wealth goals through a disciplined
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We all know that life happens fast. Before you know it, retirement is just around the corner. If you are 3-5 years from beginning your retired life, here are a few tips on what to do now to make the most of your future transition. Know your expenses: Develop a spending plan. The most important
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