by admin | Jan 17, 2023 | financial tips, General Information, News, Next Gen, Tax Information
January Reading List from your WPC Advisors Articles this month range from retirement information as related to the Secure 2.0 Act, lessons for new retirees and millennial investor concerns. We wanted to pass along articles which our advisors found worthwhile from...
by admin | Nov 21, 2022 | financial tips
This year’s Giving Tuesday is Tuesday, November 29th. Giving Tuesday is a day when many people give to charitable organizations and find ways to give back to their local communities. There are many tools and resources available to assist you with making your...
by admin | Nov 2, 2022 | financial tips, News
The IRS recently came out with its list of inflation related adjustments to tax brackets, standard deductions, phaseout thresholds and 401(k) contribution limits. Here are some important new limits to know. Planning and saving for your retirement has never been more...
by admin | Nov 2, 2022 | financial tips, News
As we are in the last quarter of 2022, now is a great time to review and finish up the year stronger financially! Review and maximize annual contributions to Health Savings Accounts, IRA’s, Roth IRA’s and employer sponsored plans: HSA Limits: Single $3,650 Family...
by admin | Oct 20, 2022 | News
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...
