Our quest is to help you identify and prioritize your goals and stay focused on achieving them. At Wealth Quest Partners, we believe that a clear understanding of your life goals and current financial situation is essential to creating a customized road map for you.
We are committed to providing you with unbiased advice and objective analysis. As fee-only financial advisors, we sell no products and receive no commissions or referral fees. Our independence gives us the freedom to put you and your goals at the center of everything we do.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Earnings season can move markets. What is it and why is it important?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
However exciting retiring abroad may sound, it deserves considerable planning.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
$1 million in a diversified portfolio could help finance part of your retirement.
When should you take your Social Security benefit?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.