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
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Tax Strategies for Retirement Account Withdrawals
Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.
Are You in the “Sandwich Generation?"
Are you part of the "sandwich generation" that's raising your kids and caring for your parents? These insights are for you.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Money Myth: You Can’t Bounce Back from Retirement Setbacks
Learn how to plan for inflation, make up for lost time and adjust retirement savings goals as you approach the next chapter.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing 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.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.