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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New Parents Tax Blog By: Tim Dougherty, CFP® Becoming a new parent is stressful then add financial questions and taxes into the mix. Honestly, this may cause some parents to break out in hives! Benadryl, anyone? There is a lot to know when it comes to the finances of parenting – the baby budget, daycare
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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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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 article links sourced from trusted news providers interesting. Be sure to check back monthly for
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Tax filing time is here and usually that brings many questions. Here are answers to the most common tax filing questions and supporting articles for reference. What dates should I mark on my calendar? January 29 – Filing season start date for individual filers April 15 – Due date for filing a tax return or
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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 article links sourced from trusted news providers interesting. This is the first in our series
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WPC’s December Reading List What Your Advisors Are Reading This Month. Here’s our final reading list for 2023! We hope you find these curated articles and videos of interest. Watch for more of our lists in 2024. This month we have a range of topics from housing sales and home buying to labor market data.
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November’s Reading List Successful savings habits, investment opinions, and financial planning articles are in the lineup this month. We thought you may find these articles of interest. If you would like to check out our past lists, they are all archived on the website. Savings and Investing Jerry Yox Eight Important Success Habits I Learned
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Before the year is over, cover all your bases and review tax savings strategies to assess if it is beneficial today or in the future. Part of planning is trying to optimize tax savings over your entire lifetime. Below is a list of questions to ask yourself and answer before December 31st. Review Tax Withholding
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December is fast approaching, now is a great time to review your charitable gifting plans. Here are a few key points of information to know, as well as the potential benefits of charitable gifting. Charitable Gifting Info to Know December 31 is the cutoff date for donations. Organization must be registered with the federal government
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