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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.

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Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Measuring the Value of a Financial Advisor

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A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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