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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Recently Schwab posted an article about (1) Love and Money: Navigating Your Finances Together | LinkedIn The “money talk” can be daunting and difficult. We have worked with clients bringing them to the same page for many years. Here is a blog containing three easy tips for beginning a life of financial bliss together. Couples
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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
Financials 101: 26 Financial Tips for the Next Generation Read More »
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
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