Establish a Roth IRA It is never too late to start but starting early is best! A Roth IRA offers a unique combination of tax advantages and flexibility, making it an excellent choice for young savers. If one understands and takes full advantage of the power of a Roth IRA early, they could be a […]
Roth IRA Advantages 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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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 »
Recently Schwab posted an article about (1) Love and Money: Navigating Your Finances Together | LinkedIn The “money talk” can be daunting and difficult. We have worked with clients bringing them to the same page for many years. Here is a blog containing three easy tips for beginning a life of financial bliss together. Couples
Marriage and Finance Read More »
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
Tax Filing Time is Here! Read More »
