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 […]
Marriage and Finance Read More »
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
Our Market Recap of 2023 and Outlook for 2024 Read More »
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
Year-End Tax Information to Review Read More »
https://vimeo.com/825901161?share=copyThere’s a popular saying, “You don’t know what you don’t know.” But when you’re heading into retirement, you need to be prepared with several essential pieces of information. Wealth Planning Corporation can make sure you know what you need to know. Here’s our list of must-have information upon retirement: Your Balance Sheet: A balance sheet
Heading into Retirement? Here is your must-know information. Read More »
Why is it important to start early in saving for retirement? Here are a few stats to ponder…the Government Accountability Office study (2019) found that nearly 48% of Americans ages 55 and older don’t have any retirement nest egg or traditional pension plan. Transamerica Center for Retirement Studies found in its 20th annual survey that
Financials 101: 26 Financial Tips for the Next Generation 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
Are you Charitable or Philanthropic? Read More »
Social Security is an important economic benefit for women across the United States. In fact, more than half (55%) of all people receiving benefits from Social Security are women. This is particularly important as we consider the financial futures of our female clients. In general, women tend to live longer than men, have historically had
4 Social Security Tips for Women – Wealth Planning Corporation 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 »
Investing doesn’t have to be intimidating or overwhelming. Wealth Planning Corporation is here to help you understand your options when it comes to your tax-advantaged retirement plans. We’ve created a “Top 3” series to get your thoughts focused on a variety of financial planning topics. Have a specific area that you want guidance in? Let
Top 3 Things to Think About…401(k) or 403(b) Qualified Plans Read More »
Sometimes, all you need is an expert to help you get started. Wealth Planning Corporation is here to help. We’ve created a “Top 3” series to get your thoughts focused on a variety of financial planning topics. Have a specific area that you want guidance in? Let us know! You can contact us here. Top
Top 3 Things to Think About….College Planning Read More »
