New Year, New Contribution Limits – More in 2024 At the beginning of each year, it is important to take a moment and familiarize yourself with the retirement contribution limits. Determine how the annual limits for contributing to retirement accounts relate to your financial goals. Adjusting your savings and investments sooner than later could have […]
New Year, New Retirement Contribution Limits…More in 2024 Read More »
October Reading List from your WPC Advisors Articles this month focus on the updated Social Security COLA for 2024, long-term investing discipline, Medicare enrollment information, identity theft protection, and current interest rate outlooks. Social Security & Medicare Jerry: Press Release | Press Office | SSA Tim: Medicare
What Your Advisors Are Reading This Month Read More »
What should be the focus in discussions with a financial advisor? Financial or wealth planning has a broad range of topics. As CFP® Financial Planners, our focus is on individuals and families achieving their wealth goals and financial security. Often, we meet individuals who are simply overwhelmed. They ask, “Where do we even start?” or
Our goal is to ensure that when our clients retire, they feel comfortable and confident in their retirement. This confidence is mainly due to their years of saving, investing, and maintaining discipline as it relates to financial well-being. Deferring their earnings in a tax-advantaged way, keeping a diversified investment allocation in good and bad markets,
Exceeding Investors – How to Maintain Financial Health and Wealth Read More »
Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first
3 Financial Tips for Recent College Grads: Tip 3 Read More »
Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first
3 Financial Tips for Recent College Grads: Tip 2 Read More »
Post-graduation life can be so exciting for young professionals: there’s new experiences, new careers, and exciting opportunities to consider. With so many adjustments and transitions, this can also be an overwhelming time for young adults. Our team has helped many families and their adult children navigate this time and make important decisions in their first
3 Financial Tips for Recent College Grads: Tip 1 Read More »
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 »
We all know that life happens fast. Before you know it, retirement is just around the corner. If you are 3-5 years from beginning your retired life, here are a few tips on what to do now to make the most of your future transition. Know your expenses: Develop a spending plan. The most important
Are You 3-5 Years From Retirement? Read These Tips! 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 »
