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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The Business Cycle
How will you weather the ups and downs of the business cycle?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
A change in your mindset during retirement may drive changes to your portfolio.
Learn when it may not make sense to file a claim on your home insurance.
Tax preparation may be the perfect time to give the household budget a check-up.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
When should you take your Social Security benefit?
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.