investing

How to go from being a “Henry” to a “Sherwin” in your Lifetime

Are you a Henry (High Earners Not Rich Yet)… …Or a Sherwin (Successful High Earners Retired With Impressive Net-worth)?   (Short for “high earner not rich yet,” the term Henry was coined by Shawn Tully at Fortune magazine nearly 20 years ago) 5 easy steps to start you on your path to success Reach out for guidance early […]

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Is Your Investment Portfolio Meeting Your Needs?

Take time for an investment check up! When was the last time you looked at your investments?  Has it been a year or more since you last reviewed your investment portfolio? Investment philosophies and approaches vary, at Wealth Planning Corporation we follow a time-tested formula to help clients achieve their wealth goals through a disciplined

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Top 3 Things to Think About…401(k) or 403(b) Qualified Plans

Investing doesn’t have to be intimidating or overwhelming.  Wealth Planning Corporation is here to help you understand your options when it comes to your tax-advantaged retirement plans. We’ve created a “Top 3” series to get your thoughts focused on a variety of financial planning topics. Have a specific area that you want guidance in? Let

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