WPC President’s Message: Reflecting on 2024: A Year of Accomplishments With a new year upon us, I find myself reflecting on the many accomplishments of 2024. Among them, we celebrated WPC’s 40th anniversary, maintaining our focus on exceptional client service, lifelong learning, and preparing to serve both our current clients and future generations. Our goal […]
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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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We are very excited to share the news that we are a proud sponsor of the Thanksgiving Day Race in Cincinnati this year! As part of our 40th Anniversary Celebration of giving back to the community, we are sponsoring and organizing a walking/running team with as many of our clients as possible. Come wobble with
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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
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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
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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
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Tax season is upon us, and with it comes a new set of rules for filing taxes. Now that you’ve had more than a month to get used to the new tax code, it’s time to start preparing your taxes for 2022. We’ve compiled everything you need to know about filing your taxes this year
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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
Are You 3-5 Years From Retirement? Read These Tips! Read More »
Scams are on the rise and no one is immune. People of all ages and levels of financial experience are targeted and may fall victim. One in five seniors report being victims of financial fraud or abuse in 2021. One way to fight back is to be aware of the types of scams and the
What is a Scam? Here’s How You can Protect your Data and Assets! Read More »
Summer is a great time for young people to get jobs, earn extra cash, and potentially begin building their savings. Many clients want to know: what’s the best long-term solution for savings? Bank accounts can serve a great purpose, but if you want the money to begin making a difference to their future, Wealth Planning
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