News

Top 3 Things to Think About…401(k) or 403(b) Qualified Plans

Investing doesn’t have to be intimidating or overwhelming.  Wealth Planning Corporation is here to help you understand your options when it comes to your tax-advantaged retirement plans. We’ve created a “Top 3” series to get your thoughts focused on a variety of financial planning topics. Have a specific area that you want guidance in? Let […]

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WPC Blog: Greater Cincinnati Foundation Names Wealth Planning Corporation As Designated Advisor

We are proud to share that Wealth Planning Corporation is one of 23 Cincinnati-area firms to be named an advisor by the Greater Cincinnati Foundation. This distinction means Wealth Planning Corporation can continue to manage client funds that are designated for charitable giving to the Greater Cincinnati Foundation. This is an acknowledgement of the service

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WPC Blog: Patrick Scarborough Celebrates 10th Anniversary and Promotion to Chief Investment Officer

We are pleased to announce the promotion of Patrick Scarborough to Chief Investment Officer. Patrick has been an integral part of our team since 2011, and we’re thrilled to celebrate his 10th Anniversary as part of the Wealth Planning Corporation team. Patrick is an exceptional advisor and portfolio manager. He provides leadership to our investment

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Virtual Webcast – Featuring Todd Steinbrink, CFP® Hosted by Confident Living

Protecting your nest egg can make or break your future. Join us to successfully plan, understand, and manage your financial foundation to sustain your lifestyle for the remainder of your years. This free virtual program will cover: • Resources: Determining what you have and what you will need • Costs: Calculating and forecasting your future

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mike retirement

A Reflection from C. Michael Johnson, CFP®

[et_pb_section admin_label=”section”] [et_pb_row admin_label=”row”] [et_pb_column type=”4_4″][et_pb_text admin_label=”Text”]Living on the Other Side By C. Michael Johnson, CFP® I get asked all the time, so now that you are on the other side (translation old and retired), do you think the financial advice you shared for the past 40 years as a wealth advisor was useful and

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