by admin | Sep 29, 2021 | General Information, News
Review your asset allocation. One of the major advantages of working with a financial planning team like ours at Wealth Planning Corporation is that we work with your personal risk tolerance to find the right asset allocation for you. Based on your age, your goals,...
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 | May 27, 2021 | College, General Information, News
Sometimes, all you need is an expert to help you get started. Wealth Planning Corporation is here to help. 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...
by admin | Aug 13, 2020 | News
One of the most significant changes made by the SECURE Act, signed into law effective January 1, 2020, is the impact on many people’s financial planning due to the elimination of the ‘Stretch’ provisions for most non-spouse beneficiaries of defined contribution plans...
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...
