Reading and Understanding Your College Bill

Reading and Understanding Your College Bill

Avoiding Late Fees, Duplication of Health Insurance Premiums & Interest Charges Just as you carefully review your credit card statements, you should look through your student’s college billing statement line by line – reading for both understanding and...

Ding, Dong, the ‘Stretch IRA’ is Dead

One of the most significant changes made by the SECURE Act, signed into law effective January 1, 2020, is the impact on many people’s financial planning due to the elimination of the ‘Stretch’ provisions for most non-spouse beneficiaries of defined contribution plans...

Wealth Planning Quarterly Newsletter – Q2 2020

Check out the latest news, tips, and events from the team at Wealth Planning Corporation. Be sure to sign up to receive our emails or check out blog for the latest information.   Download the Wealth Planning Corporation Quarterly Newsletter – Q2...

Financial Tips for College Graduates

✓ Create a Budget Simple list of monthly expenses classified as either needs (gas) or wants (movie): 50/20/30 Rule – 50% Fixed expenses, 20% Savings, 30% Discretionary items Compare to monthly income and adjust as needed to stay positive ✓ Build an Emergency Fund...

Client Story: Confident Choices

Can we afford to continue living where we are? An older gentleman in his 80’s found us on the suggestion of his family and friend. His family knew he was worried about his situation, so they encouraged him to ask around for a referral. He asked a good friend who...