Metcalf Partners Wealth Management

06/22/2026

Deciding if a continuing care retirement community (CRCC) is right for you means puzzling out a complex business model that blends real estate, healthcare and insurance. Here's some help in understanding the different types of CCRCs.

06/21/2026

Happy Father’s Day to the men who lead with strength, love, and integrity.
Take a moment today to thank the father figures who’ve made a difference in your life.

06/19/2026

Markets will always move through cycles—and while no two are exactly the same, past patterns can offer valuable perspective. The real advantage comes from having a plan that’s built to navigate uncertainty, not react to it.
Insight is powerful, but strategy is what turns it into action.
Want a plan designed to guide you through whatever comes next? Let’s connect and start the conversation.
https://www.metcalfpartners.com/

06/18/2026

Scaling from $1 million to $10 million requires five structural shifts that move founders out of day-to-day ex*****on and into a CEO role built around systems, delegation, and strategic leadership.

06/17/2026

Our latest weekly commentary shares insights to help you stay grounded and forward‑focused. 👉 Click the link to read the full market commentary. https://www.metcalfpartners.com/weekly-market-commentary

06/15/2026

Tune into the Metcalf Money Moment podcast for expert insights on wealth management and
retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can
implement to unlock financial clarity and confidence. Listen now to inspire your financial journey!

06/15/2026

Today is the second-quarter estimated tax payment deadline for individuals with income not subject to withholding. Planning ahead may help avoid penalties and cash-flow surprises.

06/12/2026

Compound interest and consistent saving habits often outpace any attempt to predict the next market move. The most successful investors focus on what they can control, not on reacting to every headline.
Discipline today can make all the difference tomorrow.
Ready to build a strategy focused on what truly works? Let’s connect and get started. https://www.metcalfpartners.com/

06/11/2026

Needing long-term care is now Americans' top retirement fear, ahead of outliving savings and the potential for Social Security cuts.

Needing long-term care is now Americans' top retirement fear, ahead of outliving savings and the potential for Social Security cuts. Yet fewer than a third have planned for it, and the policies to cover it cost about 40% more than they did in 2020.2

06/10/2026

Think your retirement plan is solid? Hosts Jeb, Ethan, and Eric of Metcalf Money Moment bring on long-term care insurance expert Aaron Clark to reveal why nursing home costs of $9,000 per month could derail even the best financial plan, and what you can do about it today. Listen now!

Listen to the episode: https://youtu.be/SfVcEbejMFo?si=M5EeeGM1IRIZ_7AH

Most people spend decades building wealth, yet a single extended st...