Patrick Dougherty is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at WPWealth in Cape Girardeau, TX and the surrounding communities.
Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
Read More >
You may also need to use additional estate planning tools depending on the size and complexity of your estate. These tools may be useful for...
Read More >
It’s that time of year again when you are besieged with a blizzard of paperwork. Documents such as a W-2, 1099DIV, 1099R, 1099B, 1099INT, K1...
Read More >
Insurance is oftentimes viewed as a static process. You buy life insurance, auto insurance, health insurance, and other forms of coverage, and...
Read More >
Year-end tax considerations for businesses are not quite as up in the air as is the individual tax situation so let’s take a look at a few of...
Read More >
Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...
Read More >
For anyone who has ever lost sleep worrying how their parents are doing half a country away, hiring a geriatric care manager (GCM) might be a...
Read More >
It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
Read More >
The excitement starts with an engagement ring. This starts months of planning for the big wedding day. Invitations, dresses, flowers, tuxedos,...
Read More >
How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...
Read More >
