financial planning

annual meeting

Our Market Recap of 2023 and Outlook for 2024

WPC Annual Meeting Summary and Takeaways Our 2023 Recap and 2024 Outlook and Team News   WPC Annual Meeting’s Key Takeaways There is a difference of opinion on recession versus soft landing as the year begins. The effects of the Federal Reserve’s monetary policy have long and variable lags. There is still more to play […]

Our Market Recap of 2023 and Outlook for 2024 Read More »

what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   Reading List from your WPC Advisors   What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these article links sourced from trusted news providers interesting.  This is the first in our series

What Your Advisors Are Reading This Month Read More »

New Year, New Retirement Contribution Limits…More in 2024

New Year, New Contribution Limits – More in 2024 At the beginning of each year, it is important to take a moment and familiarize yourself with the retirement contribution limits. Determine how the annual limits for contributing to retirement accounts relate to your financial goals. Adjusting your savings and investments sooner than later could have

New Year, New Retirement Contribution Limits…More in 2024 Read More »

what your advisors are reading

What Your Advisors Are Reading This Month

WPC’s December Reading List  What Your Advisors Are Reading This Month.  Here’s our final reading list for 2023! We hope you find these curated articles and videos of interest. Watch for more of our lists in 2024.    This month we have a range of topics from housing sales and home buying to labor market data.

What Your Advisors Are Reading This Month Read More »

monthly paycheck

I Miss My Monthly Paycheck – Part 2

Part 2 – Permission to Spend It   Permission to spend your hard-earned savings is what retirees need to hear.  Initially retirees feel unable or literally scared to spend their hard-earned income once the paychecks stop coming into their bank account.  Often the steps have been taken and monthly payments from investment accounts, Social Security

I Miss My Monthly Paycheck – Part 2 Read More »

What Your Advisors Are Reading This Month

November’s Reading List Successful savings habits, investment opinions, and financial planning articles are in the lineup this month. We thought you may find these articles of interest.  If you would like to check out our past lists, they are all archived on the website. Savings and Investing Jerry Yox Eight Important Success Habits I Learned

What Your Advisors Are Reading This Month Read More »

Roth IRA Conversion

Is a Roth Conversion Right For Me?

Roth Conversion This strategy is not for everyone, but everyone should explore this tax savings opportunity.  It may fit your financial situation. When to Consider a Roth Conversion If you think your future tax rate will be higher, convert now and pay a lower tax rate. The key is to look out into your retirement

Is a Roth Conversion Right For Me? Read More »

Next Gen Wealth planning - couple looking at laptop

Where to Start?

What should be the focus in discussions with a financial advisor? Financial or wealth planning has a broad range of topics.  As CFP® Financial Planners, our focus is on individuals and families achieving their wealth goals and financial security.  Often, we meet individuals who are simply overwhelmed. They ask, “Where do we even start?” or

Where to Start? Read More »

Financial Transitions and Timelines

What is your financial timeline? Where do you see yourself?  Do you know how to work through life’s many transitions? From young emerging investors to seasoned exceeding investors, along the way financial events will arise and wo will the need for confident financial decision making. We often hear from our clients “we don’t want to

Financial Transitions and Timelines Read More »