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 »
When it comes to money management and planning for the future, there are a lot of things you can do right—and a few things you can get wrong along the way. At Wealth Planning Corporation, it’s important to us that we help our clients understand the realities of planning for their future. Sometimes, this means
Top 3 Financial Myths Read More »
Read the blog written by one of our Lead Advisors, Jerry Yox, CFP® on Year End Strategies for 2021. Give us a call if you feel you need to schedule a time to explore how these strategies may be applied to your unique situation. As potential tax law changes and other challenges (or opportunities) evolve
Year End Strategies 2021 Read More »
Melissa and Luke are two hard working professionals, busy with their careers and raising two teenagers. When it came to managing their finances, they had been content to be DIY investors and maintained their accounts at a large mutual fund company. During a phone conversation with an advisor on their customer service team, they requested
Client Story: The Busy, Pre-Retiree Couple Read More »
A client of ours referred his Mother-In-Law who had recently lost her husband. He was a healthy man, and the loss was clearly unexpected. Sue was in her early 70’s, and her husband had handled their financial affairs completely for decades. She was suddenly thrust into making all of the money decisions, and was unprepared
Client Story: Unexpectedly Widowed Read More »
Investing doesn’t have to be intimidating or overwhelming. Wealth Planning Corporation is here to help you understand your options when it comes to your tax-advantaged retirement plans. We’ve created a “Top 3” series to get your thoughts focused on a variety of financial planning topics. Have a specific area that you want guidance in? Let
Top 3 Things to Think About…401(k) or 403(b) Qualified Plans Read More »
The early years of starting out on your own or what we refer to as the Foundations period are exciting, stressful and filled with a great deal of uncertainty! We have seen how these emotions can impact one’s savings and investing goals. Emotions can really steer one’s relationship with money for good or bad. These
Are Emotions Affecting Your Financial Foundation? Read More »
Markets having become more volatile this past week and with yesterday’s Labor Department’s most recent inflation report, we felt it was a good time to share The Great Inflation Debate, an article written by our CIO, Patrick Scarborough, CFA®, CFP®. If you have been in or had a call for your review this quarter, you
The Great Inflation Debate Read More »
Do you have a college graduate entering the workforce? Are you getting ready to send someone off and worried they need a bit of financial guidance to ensure their success? Historically, this is the time of year when we hear “hey would you be able to talk to my graduate about spending and savings habits?”
Hey, can you talk to my college graduate? Read More »
Protecting your nest egg can make or break your future. Join us to successfully plan, understand, and manage your financial foundation to sustain your lifestyle for the remainder of your years. This free virtual program will cover: • Resources: Determining what you have and what you will need • Costs: Calculating and forecasting your future
Virtual Webcast – Featuring Todd Steinbrink, CFP® Hosted by Confident Living Read More »
