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
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.