It is essential to review your estate planning documents every couple of years or when life events change. Not all circumstances require amendments or modifications to your current documents; however, it is always good to look over your directions, appointments and pre-determined plans. If nothing else, it is a good exercise to remind yourself of […]
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Have you been wondering what to do with a former 401(k) plan that is still held at a prior employer? As you head into year end, now is a good time to review options and make a choice regarding a former 401k) plan … Let us know if we can be of assistance as you
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40 Acts of Kindness Our Giving Back List of 40 Acts of Kindness continues to grow and showcase the amazing generosity and charity of our team and clients. Our clients have demonstrated numerous acts of kindness through the years. In fact, just last year the Qualified Charitable Donations (QCD’s) distributed from our client accounts
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Year-End Financial Checklist As the end of the year is fast approaching, now is a suitable time to review the last-minute things you need to address and the goals you want to pursue. In this article 5 questions to ask your financial advisor before year-end, it discusses how small changes to your financial plan before
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What Your Advisors Are Reading This Month A Financial Articles Reading List from your WPC Advisors What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting. Be sure to check back
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We are very excited to share the news that we are a proud sponsor of the Thanksgiving Day Race in Cincinnati this year! As part of our 40th Anniversary Celebration of giving back to the community, we are sponsoring and organizing a walking/running team with as many of our clients as possible. Come wobble with
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What Your Advisors Are Reading This Month A Financial Articles Reading List from your WPC Advisors What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting. Be sure to check back
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What to know about the upcoming housing market shift if you are on the buying side of the equation. The drop in mortgage rates has slightly increased activity in mortgage applications. Home buyers wade back into housing market as mortgage rates fall for fifth week in a row (msn.com). If you are looking to make
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What Your Advisors Are Reading This Month A Financial Articles Reading List from your WPC Advisors What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting. Be sure to check back
What Your Advisors Are Reading This Month Read More »
What Your Advisors Are Reading This Month A Financial Articles Reading List from your WPC Advisors What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting. Be sure to check back
What Your Advisors Are Reading This Month Read More »
