Health & Wealth Partners LLC
...laying the foundation,
helping secure the future...
Newsletters
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Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
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HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
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How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
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.