Post Category: Saving

Uncle Sam’s Retirement Matching Program For Residents

“The Retirement Savings Contribution Credit” - never heard of it, right?  This little known tax credit can provide further incentive to fund retirement plans for a segment of medical residents. Let's find out if you might qualify. What is this “Savers Credit”?The...

WFP’s Recommended Reads: October 2016

At the end of each month, we provide a list of finance-related articles to help keep you informed about the hot topics in finance. Here are some of the best articles we read in the month of October.

The Biggest Money Mistakes We Make – Decade by Decade (Wall Street Journal)

The Most Important Money Habits To Teach Your Children

Kids are like sponges. They’re ready to soak up whatever we’re willing to teach. Now is the time to be teaching our children about money.

Excess money mixed with lack of money maturity can ruin lives. At its extreme, money can be the difference between life and death.

The Right Way To Navigate Car Buying Decisions

Question: “I'm thinking about buying a car. Mine is getting pretty old (or boring). What should I be thinking about as I approach this decision?“ This is a question we get from clients all the time. And for good reason. People tend to throw money away on cars. I'll...

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