August Reading List from your WPC Advisors
Several articles this month focus on financial planning topics for those working towards retirement and those already in retirement!
Financial Planning Articles
Jerry:
Todd S.
I’m a Financial Advisor: Don’t Leave These 12 Assets to Your Heirs (msn.com)
Todd L.:
Teaching Finances to Your Future College Student (capstonewealthpartners.com)
Patrick:
The Rules Just Changed Again for Inherited IRAs. What You Need to Know. | Barron’s (barrons.com)
Malea :
How big will Social Security’s 2024 COLA be? – MarketWatch
What does a financial planner do? Do I need one? – Vox
Tim:
Insights from Fidelitys portfolio manager Bill Kennedy | Fidelity
If you have any questions about the August reading list, please give us a call!