tax information

tax prep information

Year-End Tax Information to Review

Before the year is over, cover all your bases and review tax savings strategies to assess if it is beneficial today or in the future.  Part of planning is trying to optimize tax savings over your entire lifetime.   Below is a list of questions to ask yourself and answer before December 31st. Review Tax Withholding

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what your advisors are reading

What Your Advisors Are Reading This Month

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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Next Gen Wealth planning - couple lreviewing finances

Where to Start?

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

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