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Wealth Planning Corporation in Cincinnati 40th Anniversary logo

WPC President’s Message for 2024

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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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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what your advisors are reading

What Your Advisors Are Reading This Month

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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Contact WPC - man and woman looking at finances on a laptop

What Your Advisors Are Reading This Month

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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Contact WPC - man and woman looking at finances on a laptop

What Your Advisors Are Reading This Month

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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