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 […]
Financial Spring Cleaning Tips Read More »
WPC President’s Message: Reflecting on 2024: A Year of Accomplishments With a new year upon us, I find myself reflecting on the many accomplishments of 2024. Among them, we celebrated WPC’s 40th anniversary, maintaining our focus on exceptional client service, lifelong learning, and preparing to serve both our current clients and future generations. Our goal
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Retirement Seen Through Your Eyes For some 2025 may be the year of retirement. If this applies to you, have you taken a moment to look ahead and assess what that could mean for you and your family? Now is the time to prepare by asking yourself some pointed questions like those listed in this
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Social Security 5 Facts You Need to Know Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind. 1. Social Security Is a Critical Source of Retirement Income Some
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Have you been wondering what to do with a former 401(k) plan that is still held at a prior employer? As you head into year end, now is a good time to review options and make a choice regarding a former 401k) plan … Let us know if we can be of assistance as you
Year-End Task: What to do with a former 401(k) plan? Read More »
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 to know about the upcoming housing market shift if you are on the buying side of the equation. The drop in mortgage rates has slightly increased activity in mortgage applications. Home buyers wade back into housing market as mortgage rates fall for fifth week in a row (msn.com). If you are looking to make
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Charitably inclined means you give time, energy or resources to known organizations that are near and dear to your heart. For example, charitable giving can include annual donations to a camp or university that really impacted your life or volunteering at a local food pantry or shelter for victims of domestic abuse. Here is an
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Social Security is an important economic benefit for women across the United States. In fact, more than half (55%) of all people receiving benefits from Social Security are women. This is particularly important as we consider the financial futures of our female clients. In general, women tend to live longer than men, have historically had
4 Social Security Tips for Women – Wealth Planning Corporation Read More »
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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