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retirement planning

Exceeding Investors – How to Maintain Financial Health and Wealth

Estate and Charitable Planning, financial tips, General Information, Retirement Planning, Tax Information / By

Our goal is to ensure that when our clients retire, they feel comfortable and confident in their retirement. This confidence is mainly due to their years of saving, investing, and maintaining discipline as it relates to financial well-being.  Deferring their earnings in a tax-advantaged way, keeping a diversified investment allocation in good and bad markets, …

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3 Financial Tips for Recent College Grads: Tip 3

financial tips, Next Gen / By

Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first …

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3 Financial Tips for Recent College Grads: Tip 2

financial tips, Next Gen / By

Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first …

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3 Financial Tips for Recent College Grads: Tip 1

financial tips, Next Gen / By

Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first …

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What Your Advisors Are Reading This Month

About WPC, financial tips, General Information, Retirement Planning / By

The Latest Reading List from your WPC Advisors This month’s articles focus on the debt ceiling, saving strategies, tax reporting, Roth IRA planning and cybersecurity awareness.  Our monthly What your Advisors are Reading email shares links to recent articles that we think may be of interest to you.  You can access our archived reading list …

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I Miss My Monthly Paycheck. Help!

About WPC, financial tips, General Information, Retirement Planning / By

One of the most difficult adjustments for clients as they enter retirement is to flip that switch from receiving a paycheck into their bank account to withdrawing funds from their investment accounts.  We have found that many clients have actually worked longer because they just couldn’t reverse this thinking. Investors are savers and for savers …

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Financials 101: 26 Financial Tips for the Next Generation

About WPC, financial tips, General Information, Next Gen / By

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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Are you Charitable or Philanthropic?

About WPC, Company Information, Estate and Charitable Planning, General Information / By

Charitably inclined means you give time, energy or resources to known organizations that are near and dear to your heart.  For example, charitable giving can include annual donations to a camp or university that really impacted your life or volunteering at a local food pantry or shelter for victims of domestic abuse.  Here is an …

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