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.
Led 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 professionals are eager to help you navigate life’s transitions and overcome any obstacles that stand in your way.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Understanding how capital gains are taxed may help you refine your investment strategies.
A four-step framework for building a personal legacy.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
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 a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
There are three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a crash course on saving for college.