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 »
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 »
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 …
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 »
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 …
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 »
