Are you looking for a checklist of best practices to set your financial house in order? Here’s our short, simple list of Personal Finance Best Practices (at any age) Live within your Means – Cover your essentials and decide on your extras. Have Health Insurance Coverage – That fits your situation. Establish Automatic Payments – […]
Simple Personal Finance Best Practices Checklist Read More »
June Reading List from your WPC Advisors There is a lot of financial news and information out there, we have selected these articles for sharing this month. Please take a look at our reading list this month which includes articles about: Is a recession coming? What’s to come with the 529 rules in 2024 Student
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One of the most difficult adjustments for clients as they enter retirement is to flip that switch from receiving a paycheck into their bank account to withdrawing funds from their investment accounts. We have found that many clients have actually worked longer because they just couldn’t reverse this thinking. Investors are savers and for savers
I Miss My Monthly Paycheck. Help! Read More »
This time of year, we tend to receive more questions about investments as families prepare their tax returns. Here are some of the recent FAQs we have answered about IRAs: What is the RMD age now? You must begin taking your RMD by April 1st of the year you turn 73 (for those born between
Recent FAQs WPC Advisors Have Been Answering Read More »
Student Loan Debt Cancellation – What You Need to Know Recently, President Biden extended the student loan payment pause until 12/31/2022 and announced that $10,000 of federal student loans would be cancelled for those making less than $125,000 annually or $250,000 if a married couple. People who also received Pell grants will be able to
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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
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Scams are on the rise and no one is immune. People of all ages and levels of financial experience are targeted and may fall victim. One in five seniors report being victims of financial fraud or abuse in 2021. One way to fight back is to be aware of the types of scams and the
What is a Scam? Here’s How You can Protect your Data and Assets! Read More »
WPC has added a tool to our Financial Planning Toolbox – TIFIN Plan. A Fintech platform using AI technology to simplify the financial discovery process and promote engaging conversations! We have found it invaluable when addressing the Next Gen’s financial questions. So let’s sit down and quickly get to the point answering what is really
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Now! Is the time to organize and get prepared for Filing your TAXES! For many filing taxes may illicit lots of emotions and the process can simply be overwhelming. We wanted to provide you with some information on the common mistakes and conversely, give you some helpful tips. Hopefully, saving you time and costly penalties
Tax Mistakes and Tips! Read More »
