Welcome to Paula Porsch Wealth Management
"When was the last time you visited with your financial advisor? Was it face to face? Did she ask you thought provoking questions that would tell her the story of your life’s hardships, accomplishments, dreams, and goals? If not, and you are seeking a personal relationship with a wealth advisor who listens first, communicates, creates a plan, and only then ... invests your money, then you have come to the right place”.
Paula D. Porsch
CPA, CRPC, CDFA
We work hard to maintain a boutique feel our clients enjoy while delivering world class service and attention.Learn More
You need someone you can rely on to provide trusted, objective and competent advice...an organization who has built a reputation on these qualities and relationships.Learn More
Spend a few minutes and peruse our short educational videos on a topic of interest to you.Learn More
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
There are ways to improve your physical fitness without denting your fiscal fitness.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Do you know where the idea of “retirement” comes from?
Technology tips to make your next trip even better.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, cracking the code on bonds.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Women must be ready to spend, on average, more years in retirement than men.