by admin | May 20, 2021 | General Information, Next Gen
The early years of starting out on your own or what we refer to as the Foundations period are exciting, stressful and filled with a great deal of uncertainty! We have seen how these emotions can impact one’s savings and investing goals. Emotions can really steer...
by admin | May 18, 2021 | College, General Information, News
Can You Appeal Your Financial Aid Offer? YES! It is not only possible; but, in some cases, recommended. A couple thousand dollars may not sound like much when you are looking at the overall college expense, but it is still real money…your money. Colleges do NOT...
by admin | May 13, 2021 | General Information, News
Markets having become more volatile this past week and with yesterday’s Labor Department’s most recent inflation report, we felt it was a good time to share The Great Inflation Debate, an article written by our CIO, Patrick Scarborough, CFA®, CFP®. If you have been...
by admin | May 5, 2021 | College, General Information
Do you have a college graduate entering the workforce? Are you getting ready to send someone off and worried they need a bit of financial guidance to ensure their success? Historically, this is the time of year when we hear “hey would you be able to talk to my...
by admin | Mar 9, 2021 | General Information
TAX PREP BLOG: Tax Reminder – Ready, Set, File by May 17th Key information and reminders during this busy TAX SEASON from WPC! For anyone who files their return or works with other tax professionals, below is a checklist of what you need to get started. For those of...
by admin | Feb 11, 2021 | College, General Information, News
College admissions for high school seniors is well underway; and we all know this can be a stressful time for students and parents. I know firsthand having gone through it recently with my two daughters and having two sons who are fast approaching the college search!...
