Estate and Charitable Planning

tax prep information

Year-End Tax Information to Review

Before the year is over, cover all your bases and review tax savings strategies to assess if it is beneficial today or in the future.  Part of planning is trying to optimize tax savings over your entire lifetime.   Below is a list of questions to ask yourself and answer before December 31st. Review Tax Withholding […]

Year-End Tax Information to Review Read More »

Year End Charitable Gifting

December is fast approaching, now is a great time to review your charitable gifting plans. Here are a few key points of information to know, as well as the potential benefits of charitable gifting. Charitable Gifting Info to Know December 31 is the cutoff date for donations. Organization must be registered with the federal government

Year End Charitable Gifting Read More »

Roth IRA Conversion

Is a Roth Conversion Right For Me?

Roth Conversion This strategy is not for everyone, but everyone should explore this tax savings opportunity.  It may fit your financial situation. When to Consider a Roth Conversion If you think your future tax rate will be higher, convert now and pay a lower tax rate. The key is to look out into your retirement

Is a Roth Conversion Right For Me? Read More »

Financial Transitions and Timelines

What is your financial timeline? Where do you see yourself?  Do you know how to work through life’s many transitions? From young emerging investors to seasoned exceeding investors, along the way financial events will arise and wo will the need for confident financial decision making. We often hear from our clients “we don’t want to

Financial Transitions and Timelines Read More »

Contact WPC - man and woman looking at finances on a laptop

What Your Advisors Are Reading This Month

August Reading List from your WPC Advisors Several articles this month focus on financial planning topics for those working towards retirement and those already in retirement! Financial Planning Articles Jerry: Millions of high-earning Americans to lose popular 401(K) tax deduction – here’s what it means for YOU (msn.com) Todd S. I’m a Financial Advisor: Don’t

What Your Advisors Are Reading This Month Read More »

Contact WPC - man and woman looking at finances on a laptop

What Your Advisors Are Reading This Month

July Reading List from your WPC Advisors This month’s articles focus on retirement, inflation reports and economic related news. We hope you find these curated pieces of interest! Market/Economic/Financial Planning Articles Todd L. AC_U.S.-Home-Price-Growth-Over-50-Years.jpg (899×1200) (ritholtz.com) Malea Inflation cooled significantly in June, bringing price hikes close to normal levels (msn.com) Jerry How Many Americans Actually

What Your Advisors Are Reading This Month Read More »

Exceeding Investors – How to Maintain Financial Health and Wealth

Our goal is to ensure that when our clients retire, they feel comfortable and confident in their retirement. This confidence is mainly due to their years of saving, investing, and maintaining discipline as it relates to financial well-being.  Deferring their earnings in a tax-advantaged way, keeping a diversified investment allocation in good and bad markets,

Exceeding Investors – How to Maintain Financial Health and Wealth Read More »

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 food pantry or shelter for victims of domestic abuse.  Here is an

Are you Charitable or Philanthropic? Read More »