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
How to Save: Guidance for Teens & Young Professionals Read More »
Social Security is an important economic benefit for women across the United States. In fact, more than half (55%) of all people receiving benefits from Social Security are women. This is particularly important as we consider the financial futures of our female clients. In general, women tend to live longer than men, have historically had
4 Social Security Tips for Women – Wealth Planning Corporation Read More »
WPC has added a tool to our Financial Planning Toolbox – TIFIN Plan. A Fintech platform using AI technology to simplify the financial discovery process and promote engaging conversations! We have found it invaluable when addressing the Next Gen’s financial questions. So let’s sit down and quickly get to the point answering what is really
New Fintech Tool Added to Our Financial Planning Toolbox Read More »
Team News! Please join us in welcoming our newest Financial Advisor, Tim Dougherty! To enhance our Financial Planning and Investment Advisory Team, we are happy to announce the addition of Tim Dougherty to Wealth Planning Corporation. Tim comes to us from Fidelity where he worked in retirement planning and investment management solutions for the past
New Team Member – Tim Dougherty Joins WPC Read More »
A new year is a great time to review your finances and your goals for the future—especially if you are a young, and growing, family. At Wealth Planning Corporation, we’re so proud to serve generations of clients from the same family who are referred to us by the people they trust the most. This Next-Gen
Top 3 Tips for Young Families about Financial Planning Read More »
How Wealth Planning Corporation operates and what clients have come to expect from the WPC Team. A Founder’s Reflection by Mike Johnson.
Mike’s Reflection on Building Wealth Planning Corporation Read More »
When it comes to money management and planning for the future, there are a lot of things you can do right—and a few things you can get wrong along the way. At Wealth Planning Corporation, it’s important to us that we help our clients understand the realities of planning for their future. Sometimes, this means
Top 3 Financial Myths Read More »
Read the blog written by one of our Lead Advisors, Jerry Yox, CFP® on Year End Strategies for 2021. Give us a call if you feel you need to schedule a time to explore how these strategies may be applied to your unique situation. As potential tax law changes and other challenges (or opportunities) evolve
Year End Strategies 2021 Read More »
Review your asset allocation. One of the major advantages of working with a financial planning team like ours at Wealth Planning Corporation is that we work with your personal risk tolerance to find the right asset allocation for you. Based on your age, your goals, your risk tolerance, and many more personal factors, your portfolio
Top 3 Things to Think About…Market Volatility Read More »
