Retire with Confidence
Together, we’ll establish a reliable income stream for life beyond the workforce.
Dave Ramsey SmartVestor Advisor
Educating you with the heart of a teacher, we pursue a higher standard of service.
Ease the stress of life’s transitions with WealthCare Partners by your side.
Lead by a father and son team, WealthCare Partners is proud to bring a family-focused atmosphere to the world of financial planning. Beginning with your discovery meeting, we look to create a strong relationship which aligns your goals with a well-defined course of action. Your needs will take center stage as we arm you with the tools and the confidence to make important decisions about your personal, professional, and retirement objectives. No matter how far you are from the finish line, our highly-trained team of experts is eager to help you navigate life’s transitions and overcome any obstacles that stand in your way.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Being healthy not only makes you feel good, it may also help you financially.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Do you know these three personal finance sayings?
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, cracking the code on bonds.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Around the country, attitudes about retirement are shifting.