WealthCare Partners

09/02/2026

Determining what age to begin claiming your Social Security benefit is a big decision. You could start as early as 62 or wait later—up until age 70.

There are a few factors to consider as you make your plan. We break it down for you here: https://www.wealthcare.us/insights/blog/when-should-i-start-claiming-social-security/

08/31/2026

August is usually considered a weak month for stocks. This year, the S&P 500 is up about 3% with one trading day left.

That matters, because when August was positive and stocks were already up 10% to 17.5% for the year, the final four months gained in 10 of 11 past instances.

It’s a small historical sample, not a forecast. But it’s one reason September’s bad reputation may not tell the whole story this year.

See what the seasonal data is showing heading into fall: https://www.wealthcare.us/insights/blog/market-commentary-a-strong-august-sets-stocks-up-for-a-better-september-than-feared/

08/17/2026

Fear on Wall Street, Resilience on Main Street

Stocks reached new highs last week.

You might not guess that from how investors are feeling.

Bears have outnumbered bulls for four straight weeks, and retail investors recently sold at one of the fastest clips on record.

Historically, bull markets have tended to end amid euphoria, not when investors are still this nervous.

See why all that caution may be worth paying attention to: https://www.wealthcare.us/insights/blog/market-commentary-uncertainty-on-wall-street-resilience-on-main-street/

08/12/2026

Estate planning often begins with a few important questions.

Who do you trust to make decisions for you if you can’t? What do you want your plan to say? And if you already have a plan, does it still fit your life as it is now?

In this on-demand session, we’ll cover:

• The questions an estate plan can answer
• How taxes may affect what you leave behind
• When it may be time to put a plan in place or review the one you have

See how those questions come together in the full session: https://www.wealthcare.us/insights/blog/safeguarding-what-matters-most-estate-planning-for-families/

08/10/2026

July’s jobs report looked weak at first glance.

Payrolls fell by 23,000 and prior months were revised lower. But unemployment also fell to 4.1%, prime-age employment remained high, and layoffs stayed unusually low.

Hiring has slowed. The broader labor picture, though, may be more stable than the headline suggests.

See why the latest jobs report may be telling two different stories: https://www.wealthcare.us/insights/blog/market-commentary-back-to-your-regularly-scheduled-bull-market-even-as-payrolls-wobble/

08/08/2026

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

Use the calculator to see which combination of Roth, traditional tax-deductible, and traditional nondeductible contributions may be available to your household: https://www.wealthcare.us/calculator-roth-ira-traditional-ira/

08/07/2026

More than $51 trillion is expected to transfer to women as surviving spouses over the next two decades.

That shift will place more women in charge of decisions involving taxes, retirement accounts, and the future of family wealth.

This webinar explores strategies that may help women prepare for those responsibilities with greater knowledge and intention.

Watch to understand the tax decisions that may shape how this next generation of wealth is managed and transferred:

Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth

08/05/2026

Choosing life insurance can get complicated quickly.

The coverage you choose should reflect your family’s financial needs, your circumstances, and what may change over time.

This resource walks through questions to consider when evaluating a policy and when it may be time to review your coverage: https://www.wealthcare.us/insights/blog/how-to-pick-an-insurance-policy/

08/01/2026

It’s one thing to put money into your 401(k), but it’s another to see how much it could grow over time.

With seven questions, this calculator helps you see how your current savings compare with the amount you may actually need for retirement.

Take a look at how your 401(k) could grow over time: https://www.wealthcare.us/401k-calculator/

07/31/2026

Trying to understand the difference between a Trump Account and a 529 plan? They might sound alike, but they’re meant for different goals.

A 529 is focused on education. A Trump Account lets families begin investing for a child early, and once the child reaches adulthood, it becomes a retirement account.

See what sets the two apart and how each may fit into a longer-term savings plan:

You’ve probably heard of Trump Accounts—the new tax-advantaged savings and investment tool for minors. Established under Section 530A of the tax code,