Health & Wealth Partners LLC

...laying the foundation,
helping secure the future...
Newsletters
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Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
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Do You Need to Adjust Your Tax Withholding?
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
Calculators
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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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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Savings Accumulation
Estimate the future value of your current savings.