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Thursday, July 19, 2018

"Have you looked at your “retirement income gap”? It is estimated that most individuals will need at least 70 percent of their current income to retire comfortably. Pensions and social security may represent a substantial...

 

Friday, July 6, 2018

The Power of Diversification and Rebalancing Even if you are not very familiar with investments, you may have heard the phrase “don’t put all of your eggs in one basket” when learning about or discussing them. Having...

 

Thursday, June 7, 2018

The Heartbeat of Your Financial Plan Planning for many families over the years, there is one common theme that comes to mind: information quality. Ultimately what it boils down to is this, the qualify of information given will dictate...

 

Wednesday, May 23, 2018

Anyone who knows me at all will tell you I have a passion for the sport of golf. By no means an athlete at MY age, I love the challenge of getting that little ball into the little hole on the green. There is truly nothing quite so...

 

Friday, May 11, 2018

Ready to take your 401(k) savings to the next level? Should you contribute after-tax money to your 401(k)? Can you? Not all 401(k) plans allow it. Ask your HR department or look in your 401(k) Plan Summary. Look for the phrase...

 

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Thursday, May 3, 2018

We hope this finds you well and welcoming the long-awaited warm weather. I recently returned from a voluntary annual meeting that I choose to attend in order to collaborate and learn from the best our industry has to offer. I am...

 

Thursday, April 12, 2018

Currently it is virtually impossible to obtain a desirable and financially secure career without some sort of higher education. We would argue that out of all the families for which we do comprehensive financial planning, a vast...

 

Thursday, April 5, 2018

All too often people like to use the saying “if it ain’t broke, don’t fix it.“ While that saying may apply to many things, it certainly does not apply to the development of our understanding of what financial...

 

Wednesday, March 14, 2018

I have always heard that personal stories are the most impactful. I believe that to be true, as I would much prefer to read an article based on experience as opposed to a hypothetical theory. With that in mind, I would love to share...

 

Thursday, March 1, 2018

Take a look at our most recent SUCCESS STORY; a newly retired couple was able to exchange their old life insurance policies into different policies that provided legacy and long-term care benefits. Situation: Their need for life...

 

Thursday, February 15, 2018

Joel’s Journal February 2018 I hope this finds you well and settling into the New Year. 2018 is off to a start that, as of the drafting of this post, can be categorized, in our financial services industry as, volatile! Major...

 

Tuesday, January 23, 2018

The IRS has recently provided 2018 inflation adjustments for Retirement plans and to HSAs/HDHP plans. As your trusted wealth advisor, we wanted to take this opportunity as a courtesy gesture to provide you with the 2018...

 

Friday, December 22, 2017

On December 20, 2017, Congress passed (on a party-line basis) the biggest tax reform law in thirty years, one that will make fundamental changes in the way you, your family and your business calculate your federal income tax bill, and...

 

Tuesday, November 28, 2017

A great time was had by all to celebrate WPP's expansion to the West Side of Cleveland. The WealthPlan Partners team welcomed a number of clients, associates and friends to a fun event catered by a renowned Cleveland restaurant, LUCA...

 

Thursday, November 16, 2017

12 INVESTMENT PRINCIPLES TO LIVE BY Brought to you by David Grano In conjunction with Lincoln Financial Advisors/Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. In 2008, the...

 

Wednesday, August 30, 2017

Take a look at our most recent SUCCESS STORY, a corporate executive reduces his company stock exposure through an option trigger strategy converting taxes on gains from ordinary income to capital gain rates. Situation: A corporate...

 

Thursday, July 27, 2017

WPP is pleased to announce the firm’s expansion to the west side of Cleveland. We will now have a presence in Westlake, Ohio to continue to expand our reach of services and increase overall efficiencies for both our clients and...

 

Friday, February 10, 2017

We hope 2017 is off to a good start! Take a moment to check out our Website Blog!As you recall, our Team launched a major upgrade to our corporate brand and online presence in 2016. We are prepared for the future and positioned to...

 

Tuesday, January 31, 2017

….I was entering a conference room with my trusted estate planning attorney and CPA relationships, whom I had steadfastly, with the utmost conviction, referred my clients to over my 20+ year career. …They called this...

 

Tuesday, December 6, 2016

Now that the 2016 elections are over, it is time to consider key tax law changes that may be enacted in 2017 and beyond. Given the election results, many tax and fiscal issues remain uncertain. Today, it appears that significant tax...

 

Thursday, November 17, 2016

As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next. Factors that compound the planning challenge this year include volatility in the...

 

Wednesday, September 7, 2016

We hope this finds you well and welcoming some of the cooler air that fall brings. Not too long ago, near the end of June, I want you to recall the vast number of analysts and pundits that were projecting sharp losses in the global...

 

Friday, July 29, 2016

ARE YOU PAYING TOO MUCH? You just started a new career or been with a company for a while and open enrollment is around the corner. And now you have to decide whether to go with group sponsored life insurance policy or buy an...

 

Thursday, July 14, 2016

On Friday, July 8th we gathered for a celebration of where our firm has been and what the future holds. It was an unforgettable evening with many who we are fortunate to call clients and friends. We gathered at Severance Hall for a...

 

Wednesday, June 22, 2016

Successful retirement planning means something different from individual to individual. An important piece of the financial planning process is asking the right questions - and listening. By using these most basic and oftentimes overlooked

 

Tuesday, June 7, 2016

Over the past few years Robo Advisors have become more prevalent, prompting many investors to ask themselves: "Is a Robo Advisor right for me?" However, the question you should ask yourself has less to do with the technology available...

 

Monday, May 9, 2016

Dealing with the recent stock market volatility has been difficult for long-term investors. It would be a mistake, however, to overreact. Volatility in itself does not mean a downtrend in the market. The volatility will ease, and can...

 

Tuesday, May 3, 2016

We are proud to share the news that our own Gus Golinski has received the inaugural Jackie Glasscock Memorial Award for Outstanding Partnership in Planning! This national recognition through Lincoln Financial Group is especially...

 

Monday, April 25, 2016

We are proud to announce that our own Joel Jensen has been selected to join the Resource Group of Lincoln Financial Advisors! Below please find the Press Release that has been created to share this news: FOR IMMEDIATE RELEASE JOEL...

 

Friday, April 15, 2016

Continual learning is key to remaining current in any profession, but is something that our team at WealthPlan Partners takes very seriously. In addition to monitoring industry trends regularly, the WealthPlan Partners advisors and...