by admin | May 16, 2022 | College, News, Next Gen
Summer is a great time for young people to get jobs, earn extra cash, and potentially begin building their savings. Many clients want to know: what’s the best long-term solution for savings? Bank accounts can serve a great purpose, but if you want the money to...
by admin | Apr 11, 2022 | News, Tax Information
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...
by admin | Mar 21, 2022 | Meet the Team
Role: Financial Adviser Joined WPC: February 2022 Education: CFP ® Designation earned April 2022. Graduate of University of Cincinnati with a Bachelor of Finance Experience: Employed in the Financial Services Industry since 2013. Experience with providing planning and...
by admin | Feb 22, 2022 | About WPC, General Information, News, Next Gen
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...
by admin | Feb 15, 2022 | About WPC, General Information, Tax Information
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...
