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Year-End Tax Information to Review

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 …

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Heading into Retirement? Here is your must-know information.

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 …

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Financials 101: 26 Financial Tips for the Next Generation

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 …

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Are you Charitable or Philanthropic?

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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4 Social Security Tips for Women – Wealth Planning Corporation

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 …

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Top 3 Things to Think About…401(k) or 403(b) Qualified Plans

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 …

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