News

Are You 3-5 Years From Retirement? Read These Tips!

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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4 Social Security Tips for Women – Wealth Planning Corporation

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

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New Fintech Tool Added to Our Financial Planning Toolbox

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

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New Team Member – Tim Dougherty Joins WPC

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

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