investment management

what your advisors are reading

What Your Advisors Are Reading This Month

October Reading List from your WPC Advisors   Articles this month focus on the updated Social Security COLA for 2024, long-term investing discipline, Medicare enrollment information, identity theft protection, and current interest rate outlooks. Social Security & Medicare Jerry:             Press Release | Press Office | SSA Tim:               Medicare

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a fonancial checklist

Is Your Investment Portfolio Meeting Your Needs?

Take time for an investment check up! When was the last time you looked at your investments?  Has it been a year or more since you last reviewed your investment portfolio? Investment philosophies and approaches vary, at Wealth Planning Corporation we follow a time-tested formula to help clients achieve their wealth goals through a disciplined

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