Life happens. Appliances break, car tires need replacing, jobs are eliminated, and many other emergencies can pop up when you least expect them. You cannot control when these will arise, but you can be prepared for them. Start to build your rainy-day funds today. This is an important message for all ages from emerging to […]
Emergency Funds – Save the Day! Read More »
Tips for Making Cleaning Your Closet Easier There’s something satisfying about cleaning out your closet, especially at this time of year. Here are some tips on how to make spring cleaning your closet a little easier. Not sure what to keep or get rid of? Try the clothes hanger hack! Turn all your coat
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New Year – What’s New in 2o25 Part 2 This blog addresses the allowable tax limits for annual gifts, QCD’s and transferring wealth to individuals or organizations in 2025. This is important information to know so you can plan your giving strategically. Our first blog was about 401(k) and IRA contribution information to know so
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New Year – New Information to Know – What’s New in 2o25 401(k) and IRA contribution limits to know in 2025 so you can make your adjustments early and save more. Super Catch-Up Contribution in 401(k)’s In 2025, the rules of catch-up contributions in 401(k)s will change for the better for people between the ages
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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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Financial Tips to Know Early in Life Over the years our clients have made comments about financial decisions or actions they wish they had taken earlier in life. These financial tips to know early in life were compiled into a series of If I Knew This financial advice tidbits. Most often it is our
Financial Tips to Know Early in Life – “If I Knew This in My 20’s or 30’s” Read More »
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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October Reading List from your WPC Advisors Articles this month focus on the updated Social Security COLA for 2024, long-term investing discipline, Medicare enrollment information, identity theft protection, and current interest rate outlooks. Social Security & Medicare Jerry: Press Release | Press Office | SSA Tim: Medicare
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Roth Conversion This strategy is not for everyone, but everyone should explore this tax savings opportunity. It may fit your financial situation. When to Consider a Roth Conversion If you think your future tax rate will be higher, convert now and pay a lower tax rate. The key is to look out into your retirement
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What should be the focus in discussions with a financial advisor? Financial or wealth planning has a broad range of topics. As CFP® Financial Planners, our focus is on individuals and families achieving their wealth goals and financial security. Often, we meet individuals who are simply overwhelmed. They ask, “Where do we even start?” or
