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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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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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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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
Year-End Tax Information to Review Read More »
Our goal is to ensure that when our clients retire, they feel comfortable and confident in their retirement. This confidence is mainly due to their years of saving, investing, and maintaining discipline as it relates to financial well-being. Deferring their earnings in a tax-advantaged way, keeping a diversified investment allocation in good and bad markets,
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We all know that life happens fast. Before you know it, retirement is just around the corner. If you are 3-5 years from beginning your retired life, here are a few tips on what to do now to make the most of your future transition. Know your expenses: Develop a spending plan. The most important
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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 »
Now! Is the time to organize and get prepared for Filing your TAXES! For many filing taxes may illicit lots of emotions and the process can simply be overwhelming. We wanted to provide you with some information on the common mistakes and conversely, give you some helpful tips. Hopefully, saving you time and costly penalties
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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
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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
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