Next Gen Financial Planning

Emerging Investor – Where do I begin?

Emerging Investors – Where do I begin? Emerging investors–or those new to saving, investing, and managing their personal finances–often come to us with targeted “basic” financial questions.  This is where the relationship begins. We learn about their situation and long-term goals. Most importantly, we begin to build the partnership. We strive to be their “go […]

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Next Gen Financial Planning - young couple looking over their financial papers on the floor

Simple Personal Finance Best Practices Checklist

Are you looking for a checklist of best practices to set your financial house in order? Here’s our short, simple list of Personal Finance Best Practices (at any age) Live within your Means – Cover your essentials and decide on your extras. Have Health Insurance Coverage – That fits your situation. Establish Automatic Payments –

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Student Loan Debt Cancellation – What to Know?

Student Loan Debt Cancellation – What You Need to Know Recently, President Biden extended the student loan payment pause until 12/31/2022 and announced that $10,000 of federal student loans would be cancelled for those making less than $125,000 annually or $250,000 if a married couple.  People who also received Pell grants will be able to

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Financials 101: 26 Financial Tips for the Next Generation

Why is it important to start early in saving for retirement?  Here are a few stats to ponder…the Government Accountability Office study (2019) found that nearly 48% of Americans ages 55 and older don’t have any retirement nest egg or traditional pension plan. Transamerica Center for Retirement Studies found in its 20th annual survey that

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New Fintech Tool Added to Our Financial Planning Toolbox

WPC has added a tool to our Financial Planning Toolbox – TIFIN Plan.  A Fintech platform using AI technology to simplify the financial discovery process and promote engaging conversations!  We have found it invaluable when addressing the Next Gen’s financial questions. So let’s sit down and quickly get to the point answering what is really

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New Team Member – Tim Dougherty Joins WPC

Team News! Please join us in welcoming our newest Financial Advisor, Tim Dougherty! To enhance our Financial Planning and Investment Advisory Team, we are happy to announce the addition of Tim Dougherty to Wealth Planning Corporation.  Tim comes to us from Fidelity where he worked in retirement planning and investment management solutions for the past

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