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
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Use this handy calendar to remember the year’s most important financial dates.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Learn about the latest sport to sweep the nation with this informative article.
Building wealth requires protection from the forces of wealth destruction.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
It’s never a bad time to speak with your financial professional about changes in your situation.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How will you weather the ups and downs of the business cycle?
Here’s a quick guide to checking to see if you have unclaimed money.