by admin | Oct 19, 2020 | News
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 our newsletter: 3Q Newsletter Final
by admin | Aug 14, 2020 | College
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...
by admin | Aug 13, 2020 | News
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...
by admin | Aug 10, 2020 | News
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...
by admin | Aug 8, 2020 | College
✓ 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...
