Porter Wealth Management

Building an effective business plan also means considering the long-term success of your company. Check out this article breaking down the basic steps of a business succession plan.

Creating a Successful Business Succession Plan - Porter Wealth Management An exit strategy helps business owners ensure the long-term success of their company A good succession plan creates a blueprint for ownership transfer as you exit your business. It helps...

Planning for retirement can feel like navigating a maze, especially when you add in the consideration of healthcare costs. Understanding what healthcare looks like in retirement can be dizzying, but this article breaks down Medicare and other post-retirement insurance options.

Preparing for Healthcare Costs in Retirement - Porter Wealth Management Preparing for Healthcare Costs in Retirement For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying. Much of that changes at 65. That’s...

With Election Day coming up, you may be concerned with how the outcome may impact your investment strategy. Check out our latest article explaining what you need to know about investing during election periods.

What You Need to Know About Investing During an Election - Porter Wealth Management Elections can move the market, but that doesn’t mean you should change your approach Like any big news event, U.S. presidential elections can cause ripples and even waves in the...

Thank you to everyone who came to Justin Porter, CPA, CFP(r), J.D.'s webinar last week on Tax Strategies for Real Estate Investors! If you missed the event, you can watch a recording of the webinar using the link below. Part 2 will take place on October 7th!

Video Conferencing, Web Conferencing, Webinars, Screen Sharing Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, confer...

Insurance is an important factor in your financial plan, but oftentimes young adults may not understand the different forms of insurance and how they play into long-term financial goals. This article will break down insurance and why it is important to start considering insurance from an early age.

Helping Young Adults Understand Insurance - Porter Wealth Management Young adults starting out in life, especially newlyweds, need insurance. But what kind? As a start, a good term life policy likely is a smart move. Other types of insurance...

It's never too early to start thinking about how to save for your children's college education, but understanding the best vehicle for you can be confusing. Check out this article describing the different education savings vehicles you can use and why planning for college expenses is so imperative.

Education Savings Vehicles - Porter Wealth Management It's never too early to start planning for your child's college fund. However, as with other types of financial planning, bear in mind that your child's college funding plan requires a disciplined approach that emphasizes consistency with your overall goals and objectives.