Melissa and Luke are two hard working professionals, busy with their careers and raising two teenagers. When it came to managing their finances, they had been content to be DIY investors and maintained their accounts at a large mutual fund company. During a phone conversation with an advisor on their customer service team, they requested […]
Client Story: The Busy, Pre-Retiree Couple Read More »
Review your asset allocation. One of the major advantages of working with a financial planning team like ours at Wealth Planning Corporation is that we work with your personal risk tolerance to find the right asset allocation for you. Based on your age, your goals, your risk tolerance, and many more personal factors, your portfolio
Top 3 Things to Think About…Market Volatility Read More »
A client of ours referred his Mother-In-Law who had recently lost her husband. He was a healthy man, and the loss was clearly unexpected. Sue was in her early 70’s, and her husband had handled their financial affairs completely for decades. She was suddenly thrust into making all of the money decisions, and was unprepared
Client Story: Unexpectedly Widowed Read More »
The Thompson’s were in the process of selling their home and needed some advice. A recent health diagnosis for Ginger made it time for them to transition from the home where they had raised their family to a home that would be closer to their children and accommodative of their changing physical abilities. In working
Client Story: Changes in Health & Home Read More »
Wealth Planning Corporation is proud of our team’s work to obtain CFP certifications and we remain in good standing with the Certified Financial Planning Board of Standards, Inc. (CFP Board).
What is the reality of college pricing and how can you save on the costs? High schools focus on how to navigate the admissions process and meet the deadlines…. But getting answers to key financial questions can be difficult. What is the EFC and how to estimate yours? Which scholarships to target? How to research
Paying for College: Know Before You Go™ Read More »
