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
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Five strategies for managing your student debt.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Being healthy not only makes you feel good, it may also help you financially.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
For homeowners who think their property taxes are too high, there are ways to appeal.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Peer-to-peer payment apps are one of the newest ways to send money.
There are a few things to consider when buying or leasing your next vehicle.
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
What if instead of buying that vacation home, you invested the money?