retirement

Financial Transitions and Timelines

What is your financial timeline? Where do you see yourself?  Do you know how to work through life’s many transitions? From young emerging investors to seasoned exceeding investors, along the way financial events will arise and wo will the need for confident financial decision making. We often hear from our clients “we don’t want to […]

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Heading into Retirement? Here is your must-know information.

https://vimeo.com/825901161?share=copyThere’s a popular saying, “You don’t know what you don’t know.” But when you’re heading into retirement, you need to be prepared with several essential pieces of information. Wealth Planning Corporation can make sure you know what you need to know. Here’s our list of must-have information upon retirement: Your Balance Sheet: A balance sheet

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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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4 Social Security Tips for Women – Wealth Planning Corporation

Social Security is an important economic benefit for women across the United States. In fact, more than half (55%) of all people receiving benefits from Social Security are women. This is particularly important as we consider the financial futures of our female clients. In general, women tend to live longer than men, have historically had

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Top 3 Things to Think About…401(k) or 403(b) Qualified Plans

Investing doesn’t have to be intimidating or overwhelming.  Wealth Planning Corporation is here to help you understand your options when it comes to your tax-advantaged retirement plans. We’ve created a “Top 3” series to get your thoughts focused on a variety of financial planning topics. Have a specific area that you want guidance in? Let

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