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 | May 16, 2022 | College, News, Next Gen
Summer is a great time for young people to get jobs, earn extra cash, and potentially begin building their savings. Many clients want to know: what’s the best long-term solution for savings? Bank accounts can serve a great purpose, but if you want the money to...
by admin | Apr 11, 2022 | News, Tax Information
Social Security is an important economic benefit for women across the United States. In fact, more than half (55%) of all people receiving benefits from Social Security are women. This is particularly important as we consider the financial futures of our female...
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 7, 2022 | Meet the Team, News, Next Gen
Team News! Please join us in welcoming our newest Financial Advisor, Tim Dougherty! To enhance our Financial Planning and Investment Advisory Team, we are happy to announce the addition of Tim Dougherty to Wealth Planning Corporation. Tim comes to us from Fidelity...
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
