Health & Wealth Partners LLC
...laying the foundation,
helping secure the future...
Newsletters
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Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
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Versatile 529 Plans Can Help with More than Just College
529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
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Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
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HOT TOPIC: The Fed Finally Cut Interest Rates
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Savings Accumulation
Estimate the future value of your current savings.