Health & Wealth Partners LLC
...laying the foundation,
helping secure the future...
Newsletters
-
Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
-
Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.