WealthPartners

05/28/2026

A living will can bring much-needed clarity to some of the toughest moments you and your family may face in your retirement years.

It can help your care team and loved ones understand your wishes, reduce uncertainty, and keep decisions aligned with your values when you can’t speak for yourself.

So what should a strong, effective living will include?

Read the full blog for details: https://www.wealth-partners.com/blog/living-wills-in-retirement-advantages-drawbacks-and-practical-next-steps?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

05/27/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

05/27/2026

In retirement, should you keep your mortgage or pay off your home?

Keeping a mortgage can preserve liquidity, but paying it off can reduce fixed expenses.
Either way, it's a decision worth thinking through before you make a big move.

We help clients step back, evaluate trade-offs, and make choices that fit the bigger picture and their long-term goals. https://www.wealth-partners.com?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

05/25/2026

Today, we pause to honor the service members who made the ultimate sacrifice.

May this Memorial Day be filled with gratitude and reflection.

05/25/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

05/22/2026

Trips.

Time with family.

That one dream you keep putting off.

If those goals matter, they deserve more than wishful thinking—they deserve a plan.

A bucket plan can help you map out priorities and a timeline for making them happen.

Check out the video to learn more: https://www.wealth-partners.com/resource-center/retirement/a-bucket-plan?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

05/22/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

05/20/2026

Not sure where to begin with family estate planning conversations?

A little structure can make it easier to start and easier for others to engage.

A professional can help make sure your wishes aren’t left to interpretation. https://www.wealth-partners.com?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

05/20/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

05/18/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

05/15/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.