News & Events
Top 3 Things to Think About…Market Volatility
Review your asset allocation. One of the major advantages of working with a financial planning team like ours at Wealth Planning Corporation is that we work with your personal risk tolerance to find the right asset allocation for Based on your age, your goals, your...
Couples and Finances – To Merge or Not to Merge?
Life together has started and the bills are filtering, but who pays for this or that? Is it a 50/50 split, sort it out as you go, or whoever earns more pays more? There is no right or wrong answer, but you should have a plan. Here are three tips to begin a life...
Top 3 Things to Think About…401(k) or 403(b) Qualified Plans
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...
WPC Quarterly Newsletter
Read WPC's Market Perspective and Investment Committee Notes in the quarterly newsletter:Q2 2021 NL
Top 3 Things to Think About….College Planning
Sometimes, all you need is an expert to help you get started. Wealth Planning Corporation is here to help. 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 us...
Are Emotions Affecting Your Financial Foundation?
The early years of starting out on your own or what we refer to as the Foundations period are exciting, stressful and filled with a great deal of uncertainty! We have seen how these emotions can impact one’s savings and investing goals. Emotions can really steer...
Can You Appeal Your Financial Aid Offer?
Can You Appeal Your Financial Aid Offer? YES! It is not only possible; but, in some cases, recommended. A couple thousand dollars may not sound like much when you are looking at the overall college expense, but it is still real money…your money. Colleges do NOT...
The Great Inflation Debate
Markets having become more volatile this past week and with yesterday’s Labor Department’s most recent inflation report, we felt it was a good time to share The Great Inflation Debate, an article written by our CIO, Patrick Scarborough, CFA®, CFP®. If you have...
Hey, can you talk to my college graduate?
Do you have a college graduate entering the workforce? Are you getting ready to send someone off and worried they need a bit of financial guidance to ensure their success? Historically, this is the time of year when we hear “hey would you be able to talk to my...
