by admin | Jan 17, 2023 | financial tips, General Information, News, Next Gen, Tax Information
January Reading List from your WPC Advisors Articles this month range from retirement information as related to the Secure 2.0 Act, lessons for new retirees and millennial investor concerns. We wanted to pass along articles which our advisors found worthwhile from...
by admin | Aug 26, 2022 | College, financial tips, General Information, Next Gen
Student Loan Debt Cancellation – What You Need to Know Recently, President Biden extended the student loan payment pause until 12/31/2022 and announced that $10,000 of federal student loans would be cancelled for those making less than $125,000 annually or $250,000 if...
by admin | Jul 1, 2022 | About WPC, financial tips, General Information, Next Gen
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....
by admin | Jun 22, 2022 | About WPC, Company Information, Estate and Charitable Planning, General Information
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...
by admin | Jun 20, 2022 | Company Information, General Information, News
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 scams...
by admin | Feb 22, 2022 | About WPC, General Information, News, Next Gen
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...
