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
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Saving for College 101
Here’s a crash course on saving for college.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
One way to find money is to examine your current spending habits and eliminate money wasters.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
When to start? Should I continue to work? How can I maximize my benefit?
Term insurance is the simplest form of life insurance. Here's how it works.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Learn how to harness the power of compound interest for your investments.
There are a few things to consider when buying or leasing your next vehicle.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Savvy investors take the time to separate emotion from fact.