News & Events
Virtual Webcast – Featuring Todd Steinbrink, CFP® Hosted by Confident Living
Protecting your nest egg can make or break your future. Join us to successfully plan, understand, and manage your financial foundation to sustain your lifestyle for the remainder of your years. This free virtual program will cover: • Resources: Determining what you...
WPC Market Update – November 25, 2020
Read our latest Market Update regarding the DJIA reaching 30,000, current market sentiment and conditions by following this link: Market Update 11.25.2020
A Reflection from C. Michael Johnson, CFP®
Living on the Other Side By C. Michael Johnson, CFP® I get asked all the time, so now that you are on the other side (translation old and retired), do you think the financial advice you shared for the past 40 years as a wealth advisor was useful and made a...
Wealth Planning Quarterly Newsletter – Q3 2020
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...
Reading and Understanding Your College Bill
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 errors!...
Ding, Dong, the ‘Stretch IRA’ is Dead
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...
Wealth Planning Quarterly Newsletter – Q2 2020
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...
Financial Tips for College Graduates
✓ 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...
Client Story: Confident Choices
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...
Client Story: Unexpectedly Widowed
A client of ours referred his Mother-In-Law who had recently lost her husband. He was a healthy man, and the loss was clearly unexpected. Sue was in her early 70’s, and her husband had handled their financial affairs completely for decades. She was suddenly...