Retirement Planning

chronic diseases

Financial Matters and Chronic Illness

Handling Financial Matters and Chronic Illness This blog will provide tips for handling financial matters when a loved one receives a difficult diagnosis of a chronic illness. Wealth Planning Corporation has been working with individuals and families for forty years and during that time we have witnessed our clients’ many stages of life.  Getting older […]

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what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   A Financial Articles Reading List from your WPC Advisors   What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting.   Be sure to check back

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what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   A Financial Articles Reading List from your WPC Advisors   What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting.   Be sure to check back

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what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   A Financial Articles Reading List from your WPC Advisors   What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting.   Be sure to check back

What Your Advisors Are Reading This Month Read More »

what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   Reading List from your WPC Advisors   What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting.   Be sure to check back monthly for more

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Cincinnati financial planning

Types of Investment Accounts

Investment and Savings Accounts What type of financial account do you have, and do you understand its tax consequences?   During client meetings we are often asked to explain what the differences are between various types of accounts, as well as how they are taxed. Read to learn more about employer plans, IRA’s, college savings

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what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   Reading List from your WPC Advisors   What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting.   Be sure to check back monthly for more

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Receiving a Tax Refund

Receiving a Tax Refund For those who may be receiving a tax refund from the Treasury Department, here is an opportunity to save for future financial goals.   Take these funds and use them for retirement planning, college funding, or other planned short-term and long-term financial goals. Tax Filing and Funding Financial Accounts Contribute to a

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what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   Reading List from your WPC Advisors for March   What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these article links sourced from trusted news providers interesting.   Be sure to check back

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Election Year and Market Impact Commentary

It’s an election year! Each election cycle brings campaigning, lots of news reporting and uncertainty.  A common question we are asked is how will the election year impact markets? Read our Election Year and Market Impact Commentary for the complete analysis and charts. Super Tuesday results are in! It looks, as though it will be

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