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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
It's important to understand the pros and cons when considering a prepaid debit card.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
You’ve made investments your whole life. Work with us to help make the most of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Here’s a crash course on saving for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.