Health & Wealth Partners LLC
...laying the foundation,
helping secure the future...

Newsletters
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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
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Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
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.