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 | 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 | 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...
by admin | Dec 17, 2020 | News
Protecting your nest egg can make or break your future. Join us to successfully plan, understand, and manage your financial foundation to sustain your lifestyle for the remainder of your years. This free virtual program will cover: • Resources: Determining what you...
