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...
by admin | Feb 15, 2022 | About WPC, General Information, Tax Information
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...
by admin | Jan 3, 2022 | About WPC, Company Information, General Information, News
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
by admin | Jan 3, 2022 | About WPC, General Information, News, Next Gen
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...
by admin | Nov 30, 2021 | About WPC, Company Information, General Information, News
How Wealth Planning Corporation operates and what clients have come to expect from the WPC Team. A Founder’s Reflection by Mike Johnson.
by admin | Oct 7, 2021 | General Information, News
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 other...
