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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Recently Schwab posted an article about (1) Love and Money: Navigating Your Finances Together | LinkedIn The “money talk” can be daunting and difficult. We have worked with clients bringing them to the same page for many years. Here is a blog containing three easy tips for beginning a life of financial bliss together. Couples
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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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We all know that life happens fast. Before you know it, retirement is just around the corner. If you are 3-5 years from beginning your retired life, here are a few tips on what to do now to make the most of your future transition. Know your expenses: Develop a spending plan. The most important
Are You 3-5 Years From Retirement? Read These Tips! Read More »
Charitably inclined means you give time, energy or resources to known organizations that are near and dear to your heart. For example, charitable giving can include annual donations to a camp or university that really impacted your life or volunteering at a local food pantry or shelter for victims of domestic abuse. Here is an
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WPC has added a tool to our Financial Planning Toolbox – TIFIN Plan. A Fintech platform using AI technology to simplify the financial discovery process and promote engaging conversations! We have found it invaluable when addressing the Next Gen’s financial questions. So let’s sit down and quickly get to the point answering what is really
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Life together has started and the bills are filtering, but who pays for this or that? Is it a 50/50 split, sort it out as you go, or whoever earns more pays more? There is no right or wrong answer, but you should have a plan. Here are three tips to begin a life of
Couples and Finances – To Merge or Not to Merge? Read More »
