News & Events
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
Top 3 Tips for Young Families about Financial Planning
A new year is a great time to review your finances and your goals for the future—especially if you are a young, and growing, family. At Wealth Planning Corporation, we’re so proud to serve generations of clients from the same family who are referred to us by the...
Mike’s Reflection on Building Wealth Planning Corporation
How Wealth Planning Corporation operates and what clients have come to expect from the WPC Team. A Founder's Reflection by Mike Johnson.
Top 3 Financial Myths
When it comes to money management and planning for the future, there are a lot of things you can do right—and a few things you can get wrong along the way. At Wealth Planning Corporation, it’s important to us that we help our clients understand the realities of...
Year End Strategies 2021
Read the blog written by one of our Lead Advisors, Jerry Yox, CFP® on Year End Strategies for 2021. Give us a call if you feel you need to schedule a time to explore how these strategies may be applied to your unique situation. As potential tax law changes and...
WPC Quarterly Newsletter
Read our 3rd Quarter Newsletter for our Market Perspective, Events, Investment Committee Notes and Year-End Planning information.
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 you. Based on your age, your goals,...
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
