Wealth Planning Cincinnati

what your advisors are reading this month

What Your Advisors Are Reading This Month

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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Wealth Planning Corporation in Cincinnati 40th Anniversary logo

Our Giving Back List: 40 Acts of Kindness

40 Acts of Kindness   Our Giving Back List of 40 Acts of Kindness is growing to showcase the amazing generosity and charity of our team and our 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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Graduates with New Jobs – What to Know Starting Out!

Graduates with New Jobs: What to Know Starting Out!   Three quick tips for early financial success as you start out. Learning a new job, moving to a new place, meeting new faces, and visiting your college friends all takes planning. During this busy time, don’t forget about planning your finances. Financial Tip #1: Create

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what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   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 monthly for more

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Cincinnati financial planning

Types of Investment Accounts

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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what your advisors are reading this month

What Your Advisors Are Reading This Month

What Your Advisors Are Reading This Month   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 monthly for more

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Receiving a Tax Refund

Receiving a Tax Refund For those who may be receiving a tax refund from the Treasury Department, here is an opportunity to save for future financial goals.   Take these funds and use them for retirement planning, college funding, or other planned short-term and long-term financial goals. Tax Filing and Funding Financial Accounts Contribute to a

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annual meeting

Our Market Recap of 2023 and Outlook for 2024

WPC Annual Meeting Summary and Takeaways Our 2023 Recap and 2024 Outlook and Team News   WPC Annual Meeting’s Key Takeaways There is a difference of opinion on recession versus soft landing as the year begins. The effects of the Federal Reserve’s monetary policy have long and variable lags. There is still more to play

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