Investment and Savings Accounts What type of financial account do you have, and do you understand its tax consequences? During client meetings we are often asked to explain what the differences are between various types of accounts, as well as how they are taxed. Read to learn more about employer plans, IRA’s, college savings […]
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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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August Reading List from your WPC Advisors Several articles this month focus on financial planning topics for those working towards retirement and those already in retirement! Financial Planning Articles Jerry: Millions of high-earning Americans to lose popular 401(K) tax deduction – here’s what it means for YOU (msn.com) Todd S. I’m a Financial Advisor: Don’t
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July Reading List from your WPC Advisors This month’s articles focus on retirement, inflation reports and economic related news. We hope you find these curated pieces of interest! Market/Economic/Financial Planning Articles Todd L. AC_U.S.-Home-Price-Growth-Over-50-Years.jpg (899×1200) (ritholtz.com) Malea Inflation cooled significantly in June, bringing price hikes close to normal levels (msn.com) Jerry How Many Americans Actually
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June Reading List from your WPC Advisors There is a lot of financial news and information out there, we have selected these articles for sharing this month. Please take a look at our reading list this month which includes articles about: Is a recession coming? What’s to come with the 529 rules in 2024 Student
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