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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
However exciting retiring abroad may sound, it deserves considerable planning.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Important items to consider when purchasing condo insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A special needs trust helps care for a special needs child when you’re gone.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How do the markets usually react to elections? Was the 2016 election any different?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know these three personal finance sayings?
If you died, what would happen to your email archives, social profiles and online accounts?