What is your financial timeline? Where do you see yourself? Do you know how to work through life’s many transitions? From young emerging investors to seasoned exceeding investors, along the way financial events will arise and wo will the need for confident financial decision making. We often hear from our clients “we don’t want to …
How to go from being a Henry to a Sherwin in your lifetime. (Short for “high earner not rich yet,” the term Henry was coined by Shawn Tully at Fortune magazine nearly 20 years ago) 5 easy steps to start you on your path to success Reach out for guidance early on (do not let fears and insecurities …
Emerging Investors – Where do I begin? Emerging investors–or those new to saving, investing, and managing their personal finances–often come to us with targeted “basic” financial questions. This is where the relationship begins. We learn about their situation and long-term goals. Most importantly, we begin to build the partnership. We strive to be their “go …
Are you looking for a checklist of best practices to set your financial house in order? Here’s our short, simple list of Personal Finance Best Practices (at any age) Live within your Means – Cover your essentials and decide on your extras. Have Health Insurance Coverage – That fits your situation. Establish Automatic Payments – …
Simple Personal Finance Best Practices Checklist Read More »
Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first …
3 Financial Tips for Recent College Grads: Tip 3 Read More »
Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first …
3 Financial Tips for Recent College Grads: Tip 2 Read More »
Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first …
3 Financial Tips for Recent College Grads: Tip 1 Read More »
January Reading List from your WPC Advisors Articles this month range from retirement information as related to the Secure 2.0 Act, lessons for new retirees and millennial investor concerns. We wanted to pass along articles which our advisors found worthwhile from trusted sources. Check back again next month for another reading list… Retiree Articles Todd …
What Your WPC Advisors Are Reading This Month (January) Read More »
Student Loan Debt Cancellation – What You Need to Know Recently, President Biden extended the student loan payment pause until 12/31/2022 and announced that $10,000 of federal student loans would be cancelled for those making less than $125,000 annually or $250,000 if a married couple. People who also received Pell grants will be able to …
Why is it important to start early in saving for retirement? Here are a few stats to ponder…the Government Accountability Office study (2019) found that nearly 48% of Americans ages 55 and older don’t have any retirement nest egg or traditional pension plan. Transamerica Center for Retirement Studies found in its 20th annual survey that …
Financials 101: 26 Financial Tips for the Next Generation Read More »
