Retirement Planning

Heading into Retirement? Here is your must-know information.

https://vimeo.com/825901161?share=copyThere’s a popular saying, “You don’t know what you don’t know.” But when you’re heading into retirement, you need to be prepared with several essential pieces of information. Wealth Planning Corporation can make sure you know what you need to know. Here’s our list of must-have information upon retirement: Your Balance Sheet: A balance sheet …

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What Your Advisors Are Reading This Month

The Latest Reading List from your WPC Advisors This month’s articles focus on the debt ceiling, saving strategies, tax reporting, Roth IRA planning and cybersecurity awareness.  Our monthly What your Advisors are Reading email shares links to recent articles that we think may be of interest to you.  You can access our archived reading list …

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I Miss My Monthly Paycheck. Help!

One of the most difficult adjustments for clients as they enter retirement is to flip that switch from receiving a paycheck into their bank account to withdrawing funds from their investment accounts.  We have found that many clients have actually worked longer because they just couldn’t reverse this thinking. Investors are savers and for savers …

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What Your Advisors Are Reading This Month (February)

February Reading List from your WPC Advisors This month’s articles focus on finding unclaimed funds, the Federal Reserve’s economic outlook, estate planning, consumer spending/debt, and where to earn interest on your cash savings.  Last month’s reading list can be found here  Market/Economic Articles Patrick Scarborough:  As Goes January, So Goes The Year? Let’s Hope So …

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