News & Events
Financials 101: 26 Financial Tips for the Next Generation
Why is it important to start early in saving for retirement? Here are a few stats to ponder...the Government Accountability Office study (2019) found that nearly 48% of Americans ages 55 and older don’t have any retirement nest egg or traditional pension plan....
Are you Charitable or Philanthropic?
Charitably inclined means you give time, energy or resources to known organizations that are near and dear to your heart. For example, charitable giving can include annual donations to a camp or university that really impacted your life or volunteering at a local...
What is a Scam? Here’s How You can Protect your Data and Assets!
Scams are on the rise and no one is immune. People of all ages and levels of financial experience are targeted and may fall victim. One in five seniors report being victims of financial fraud or abuse in 2021. One way to fight back is to be aware of the types of...
How to Save: Guidance for Teens & Young Professionals
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...
4 Social Security Tips for Women – Wealth Planning Corporation
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...
Tim Dougherty, CFP®
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...
New Fintech Tool Added to Our Financial Planning Toolbox
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...
Tax Mistakes and Tips!
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...
New Team Member – Tim Dougherty Joins WPC
Team News! Please join us in welcoming our newest Financial Advisor, Tim Dougherty! To enhance our Financial Planning and Investment Advisory Team, we are happy to announce the addition of Tim Dougherty to Wealth Planning Corporation. Tim comes to us from Fidelity...
WPC Quarterly Newsletter
Happy New Year! May 2022 bring you prosperity and good health. Please read our Market Perspective, Tax Tips, and Investment Committee Notes by clicking HERE WPC NEWSLETTER
