Life together has started and the bills are filtering, but who pays for this or that? Is it a 50/50 split, sort it out as you go, or whoever earns more pays more? There is no right or wrong answer, but you should have a plan. Here are three tips to begin a life of […]
Couples and Finances – To Merge or Not to Merge? Read More »
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
Top 3 Things to Think About…401(k) or 403(b) Qualified Plans Read More »
Sometimes, all you need is an expert to help you get started. Wealth Planning Corporation is here to help. 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 us know! You can contact us here. Top
Top 3 Things to Think About….College Planning Read More »
Can You Appeal Your Financial Aid Offer? YES! It is not only possible; but, in some cases, recommended. A couple thousand dollars may not sound like much when you are looking at the overall college expense, but it is still real money…your money. Colleges do NOT like to negotiate…so find a better approach. Do not
Can You Appeal Your Financial Aid Offer? Read More »
Markets having become more volatile this past week and with yesterday’s Labor Department’s most recent inflation report, we felt it was a good time to share The Great Inflation Debate, an article written by our CIO, Patrick Scarborough, CFA®, CFP®. If you have been in or had a call for your review this quarter, you
The Great Inflation Debate Read More »
College admissions for high school seniors is well underway; and we all know this can be a stressful time for students and parents. I know firsthand having gone through it recently with my two daughters and having two sons who are fast approaching the college search! Am I going to get admitted to my first choice? Will I go out of state or stay local?
FAFSA, FAFSA, FAFSA Read More »
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
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
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
Virtual Webcast – Featuring Todd Steinbrink, CFP® Hosted by Confident Living Read More »
[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
A Reflection from C. Michael Johnson, CFP® Read More »
