Wealth Planning Associates

11/28/2025

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

11/26/2025

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

11/24/2025

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

11/21/2025

Pay off debt or invest the money? Things to consider before you commit to either option.

This calculator will help determine whether you should invest funds or pay down debt.

11/19/2025

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

11/17/2025

Developing a retirement strategy? It's critical to know the differences between investment types.

11/14/2025

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

11/12/2025

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

11/10/2025

Wondering what to tell your financial pro? Check out this quick video for guidance!

11/07/2025

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

11/05/2025

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.