WealthPLAN Partners

03/05/2025

It's time to start preparing your taxes.

Last-minute tax prep doesn’t have to be stressful. Check out these tips to file on time and avoid penalties.

12/11/2021

When tackling big, audacious goals, you don’t need big, audacious actions. All you need is the contagious magic of micro-actions.

Let me give you an example.

When I travel, I often don’t feel like exercising, even though I know I’ll feel way better if Ido. So, in the morning, I don’t commit to a program to lose 12 pounds in twelve days or promise myself to run for 40 minutes. I just put on my gym clothes.

That’s it.

And then, since my gym clothes are on, I almost always decide to just walk to the gym and take a look.

What happens next is what almost always happens when I step into a gym: I see the bikes and think, “I bet it will feel good to get on one of those for a few minutes.” So I do.

And other exercises naturally follow that.

After I exercise, I think, “Man, it would feel great to stretch,” so I do that, too. And then, since I’m on a roll, I decide to eat a healthy breakfast instead of sugary garbage. Later at work, I’m extra productive since my body feels great.

See what I mean about contagious?

There’s a reason 80% of New Year’s Resolutions fail. The problem isn’t the goals, it’s the way we go about trying to tackle them. We try to go big and burn out, forgetting that “slow and steady wins the race.”

The magic here is in breaking down big, hard, sometimes even scary goals into attainable pieces. Find something small and attainable you can do, start there, and let the contagious magic of micro-actions do the rest.

12/07/2020

2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful.

2020 has been quite the year, to say the least. With only one month left, everyone is ready to put the year behind us and try to start fresh. From the...

11/18/2020

❓ Age you can start receiving SS benefits? 62
❓ Age at which delayed retirement credits peak? 70
❓ Age that you should start claiming your SS? That depends. 🤔

Understand how Social Security benefits work, what your full retirement age is and the potential benefits of delaying your claim with this guide.

There has been a general understanding among most people that the longer one waits to take their Social Security benefits, the more he or she is going

11/15/2020

Retirement is a momentous chapter in your life, and something to be celebrated.

But have you considered that choosing where to spend it should be equally as exciting?

Where’s your dream retirement destination? Let us know below👇

When it comes to making a decision surrounding where you will spend your retirement, the options are seemingly endless. Whether you enjoy the coast or

11/11/2020

Your spouse may be eligible to receive Social Security spousal benefits - up to half of what you receive.

But to make the most of this money on the table, you should know the who, what and how of Social Security benefits first.

For many Americans, Social Security is the bedrock of their entire retirement income plan. But when it comes to claiming Social Security benefits as a

11/07/2020

Home is where the heart is 🏡

But that doesn’t mean there isn’t room for improvement.

Getting your home retirement-ready can be affordable and doable.

What home improvement projects are on your to-do list? 🔧 Let’s compare in the comments!

Whether you’re nearing retirement or already enjoying your post-work days, you may be thinking about upgrading your home. In fact, there are many reas

11/03/2020

Still working to fund your retirement? You may be sitting on (or in) the answer.

Homeowners have the option to sell their homes to help fund their retirement.

If you’re considering this opportunity, make these top considerations before selling your home.

If you’re on the verge of retirement or working on your financial plan, you may feel as if you don’t have enough money saved. In these instances, cert

10/29/2020

There’s nothing wrong with escaping the north before the first snowfall (Just don’t forget to budget for it!)

While Arizona & Florida are the 2 most popular destinations for snowbirds, retirees are finding their own sunny spots all over the country.

If you’re headed south anytime soon, take a look at your current plan. Did you include the possibilities of economic shifts that could affect your snowbird future?

The number of snowbirds migrating to warmer temperatures for the winter continues to grow. Whether you purchase a second home, or decide to rent one f

10/26/2020

With retirement quickly approaching, it’s time you and yours discuss how this lifestyle change will affect your life together.

From maintaining social circles to cultivating new hobbies, we’ve made a list of what you should be discussing right now to make retirement a smooth and enjoyable transition.

We want to know, which of our followers have been married the longest? What’s your secret to a successful partnership? ❤️

Interestingly enough, when it comes to retirement, most couples spend a good amount of time planning financially, but then often neglect to plan for t

10/21/2020

Passed late last year, the SECURE Act offered major changes for those nearing or in retirement. If you haven’t familiarized yourself already, now’s the time to take note of 2 major changes in particular:

1️⃣ Say “bye-bye” to the Stretch IRA
2️⃣ Keep your money growing, for longer

On December 20, 2019, President Donald Trump signed the SECURE Act into law. The SECURE Act, or “Setting Every Community Up for Retirement Enhancement