Cincinnati Financial Advisors

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 …

What Your Advisors Are Reading This Month Read More »

Are you Charitable or Philanthropic?

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 …

Are you Charitable or Philanthropic? Read More »

4 Social Security Tips for Women – Wealth Planning Corporation

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 »

Top 3 Tips for Young Families about Financial Planning

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 …

Top 3 Tips for Young Families about Financial Planning Read More »