New Year – What’s New in 2o25 Part 2 This blog addresses the allowable tax limits for annual gifts, QCD’s and transferring wealth to individuals or organizations in 2025. This is important information to know so you can plan your giving strategically. Our first blog was about 401(k) and IRA contribution information to know so […]
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New Year – New Information to Know – What’s New in 2o25 401(k) and IRA contribution limits to know in 2025 so you can make your adjustments early and save more. Super Catch-Up Contribution in 401(k)’s In 2025, the rules of catch-up contributions in 401(k)s will change for the better for people between the ages
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WPC President’s Message: Reflecting on 2024: A Year of Accomplishments With a new year upon us, I find myself reflecting on the many accomplishments of 2024. Among them, we celebrated WPC’s 40th anniversary, maintaining our focus on exceptional client service, lifelong learning, and preparing to serve both our current clients and future generations. Our goal
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Retirement Seen Through Your Eyes For some 2025 may be the year of retirement. If this applies to you, have you taken a moment to look ahead and assess what that could mean for you and your family? Now is the time to prepare by asking yourself some pointed questions like those listed in this
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Social Security 5 Facts You Need to Know Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind. 1. Social Security Is a Critical Source of Retirement Income Some
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Handling Financial Matters and Chronic Illness This blog will provide tips for handling financial matters when a loved one receives a difficult diagnosis of a chronic illness. Wealth Planning Corporation has been working with individuals and families for forty years and during that time we have witnessed our clients’ many stages of life. Getting older
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Investment and Savings Accounts What type of financial account do you have, and do you understand its tax consequences? During client meetings we are often asked to explain what the differences are between various types of accounts, as well as how they are taxed. Read to learn more about employer plans, IRA’s, college savings
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New Year, New Contribution Limits – More in 2024 At the beginning of each year, it is important to take a moment and familiarize yourself with the retirement contribution limits. Determine how the annual limits for contributing to retirement accounts relate to your financial goals. Adjusting your savings and investments sooner than later could have
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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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What should be the focus in discussions with a financial advisor? Financial or wealth planning has a broad range of topics. As CFP® Financial Planners, our focus is on individuals and families achieving their wealth goals and financial security. Often, we meet individuals who are simply overwhelmed. They ask, “Where do we even start?” or
