Articles

Wagner Planning believes in keeping up-to-date on topics relevant to our industry. This includes Social Security, Budgeting, Retirement Strategies and more. The following articles have been researched and/or written by our team and provide useful information.

Family:

• How to Get More Out of Your Day
• Planning for Future Generations
• Teaching Kids About Money
• What to Expect as a Beneficiary
• Your Will Is Not Enough
• Critical Details for Proper Planning
• We Value You

Investments:

• How Dollar Cost Averaging Can Benefit You
• Taking Control of Your Finances
• The ABC’s of Financial Terminology & Terms to Know
• Wagner Planning New Year Letter January 2024
• How a Fiduciary Can Help You
• Standards of Care
• The Wagner Planning Method – Panoramic Planning
• Tax-Loss Harvesting
• Enhance Your Giving
• Rules for the Pursuit of Wealth Management
• Giving as a Part of Your Plan

Retirement:

• Retirement – An Event And A Process
• Retirement Planning for Women
• Social Security Questions and Answers
• Working Longer on Your Terms
• Stages of Retirement
• Rethinking Your Savings

Security:

• 5 Steps For Protecting Your Personal Information
• How Long to Keep Your Financial Documents
• Your Online Security
• Keeping up with Technology
• What to Shred and What to Keep
• Protecting Yourself from Scams