We have a GE engineer client that originally came to us because of uncertainty. His goal was to retire if offered an early retirement package, but he was worried he would eventually run out of money in retirement. To help him make an informed decision we ran tens of financial plans covering a variety of […]
Client Story: Corporate Retirement Offer Read More »
What is your financial timeline? Where do you see yourself? Do you know how to work through life’s many transitions? From young emerging investors to seasoned exceeding investors, along the way financial events will arise and wo will the need for confident financial decision making. We often hear from our clients “we don’t want to
Financial Transitions and Timelines Read More »
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
Heading into Retirement? Here is your must-know information. 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 »
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 directed him to Wealth Planning
Client Story: Confident Choices Read More »
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
4 Social Security Tips for Women – Wealth Planning Corporation Read More »
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
Top 3 Things to Think About…401(k) or 403(b) Qualified Plans Read More »
Sally and John became clients in 1995, transferring in their retirement plan from PG, looking for a way to turn a lump sum of money into retirement income. With no experience managing money, they had no plan for how this money would support for them the next 25-30 years. By establishing a long term vision
Client Story: Creating Durable Income Solutions Read More »
