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.
Learn MoreAbout You
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
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Year-End Planning & Wealth-Building Strategies
Explore the year-end financial moves that can help you protect assets, reduce taxes, and grow wealth in the new year.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.