by admin | Jul 6, 2021 | News, Next Gen
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...
by admin | Aug 2, 2020 | Client Story
Can we afford to continue living where we are? An older gentleman in his 80’s found us on the suggestion of his family and friend. His family knew he was worried about his situation, so they encouraged him to ask around for a referral. He asked a good friend who...
by admin | Aug 2, 2020 | Client Story
We have a GE engineer client that originally came to us because of uncertainty. His goal was to retire if offered an early retirement package, but he was worried he would eventually run out of money in retirement. To help him make an informed decision we ran tens of...
by admin | Aug 2, 2020 | Client Story
Sally and John became clients in 1995, transferring in their retirement plan from PG, looking for a way to turn a lump sum of money into retirement income. With no experience managing money, they had no plan for how this money would support for them the next 25-30...
