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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.

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Saving for College 101

Here’s a crash course on saving for college.

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How literate are you when it comes to your finances? Brush up with these five basics.

When Should You Take Social Security

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Monthly Social Security payments differ substantially depending on when you start receiving benefits.

 

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

The Utility of Sector Investing

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Your Changing Definition of Risk in Retirement

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Doubling Your Money

This calculator demonstrates the power of compound interest.

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

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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

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An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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