Financial Insights
Your success is our success, and we are dedicated to empowering you on the path to financial well-being.
At WealthCare Investments and Insurance, we're committed to helping you make informed decisions. In addition to the informative articles below, we also have a YouTube channel where financial concepts come to life through engaging visuals and discussions. If online learning isn't for you – join us at our exclusive events, providing hands-on experience and interactive sessions that bring financial education into the real world. With a trifecta of resources – blog, YouTube, and events – we ensure a diverse and comprehensive learning journey for all.
Holiday Pie Giveaway
We want to extend our heartfelt thanks to everyone who joined us during our holiday open house, ordered Thanksgiving pies, and contributed to Toys for Tots! The past two days in the office have...
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A Perfect Day at Huber's Orchard & Winery: Client Event Recap
On Saturday, October 5, 2024, we had the pleasure of hosting a client event at the beautiful Huber's Orchard & Winery. The day couldn't have been more perfect, with clear skies and comfortable...
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The Vision Map: Our Planning Process
“By failing to prepare, you are preparing to fail.” — Benjamin Franklin. Our five-step “Live Your Vision” planning process guides you through the development of a...
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Our Philosophy
“Disappointment is inevitable. But to become discouraged, there’s a choice I make.” — Charles Stanley Your money. Your vision. ...
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Our Mission
“We must have the clarity of vision to see the difference between what is essential and what is merely desirable.” — Ronald Reagan Live your vision. Invest with...
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The Mountain
I took this picture from a ridgeline in the Smoky Mountains over the weekend. I would like you to think that I made a treacherous hike up rugged slopes in freezing, blustery weather, but I found...
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We Are Your SmartVestor Pro for Kentuckiana
Are you a Dave Ramsey fan? WealthCare Investments & Insurance is proud and excited to be your SmartVestor Professional for Kentuckiana. SmartVestor Pros are financial...
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Did A Fake Map Get It Right?
“In fourteen hundred ninety-two, Columbus sailed the ocean blue.” Do you remember the above saying? It is a rhyme to help us...
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Supporting Eastern Area Community Ministries
WealthCare had the opportunity to sponsor a wine-tasting fundraiser for Eastern Area Community Ministries (EACM) on April 26, 2022 at CommonweathTap. EACM serves families in Eastern Jefferson...
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What Does Inflation Mean To You?
The IRS released its tax changes for 2022.* The standard deduction, gift exclusions, estate exclusions, 401(k) contribution limits, and many other amounts increase. The income ranges for federal...
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No Trick. It’s A Real Lunar Treat.
Trick or treat! This October 2020, we will enjoy a Harvest Moon, Hunter’s Moon, Blue Moon, and a Halloween Full Moon. This is a real lunar treat! ...
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