retirement tips

New Year, New Retirement Contribution Limits…More in 2024

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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monthly paycheck

I Miss My Monthly Paycheck – Part 2

Part 2 – Permission to Spend It   Permission to spend your hard-earned savings is what retirees need to hear.  Initially retirees feel unable or literally scared to spend their hard-earned income once the paychecks stop coming into their bank account.  Often the steps have been taken and monthly payments from investment accounts, Social Security

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What Your Advisors Are Reading This Month

August Reading List from your WPC Advisors Several articles this month focus on financial planning topics for those working towards retirement and those already in retirement! Financial Planning Articles Jerry: Millions of high-earning Americans to lose popular 401(K) tax deduction – here’s what it means for YOU (msn.com) Todd S. I’m a Financial Advisor: Don’t

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What Your Advisors Are Reading This Month

July Reading List from your WPC Advisors This month’s articles focus on retirement, inflation reports and economic related news. We hope you find these curated pieces of interest! Market/Economic/Financial Planning Articles Todd L. AC_U.S.-Home-Price-Growth-Over-50-Years.jpg (899×1200) (ritholtz.com) Malea Inflation cooled significantly in June, bringing price hikes close to normal levels (msn.com) Jerry How Many Americans Actually

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monthly paycheck

I Miss My Monthly Paycheck. Help!

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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