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
About Us
We work hard to maintain a boutique feel our clients enjoy while delivering world class service and attention.
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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 MoreVideos
Spend a few minutes and peruse our short educational videos on a topic of interest to you.
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Helpful Content
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Business Cycle
How will you weather the ups and downs of the business cycle?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.