📞 888-888-5601   |   info@wealthkare.com
  • Our
    Team
  • Our
    Process
    • Stratifi 
  • Media
    • Unlock Your Retirement Radio®
    • Unlock Your Retirement Podcast®
  • Resources/FAQ’s
  • Get
    the Book
  • Contact Us
  • Why Clients
    Choose Us
  • How We
    Help Our Clients
  • Client
    Login

They thought they’d be retiring. Instead, they’re grandparenting full time.

by wealthkaredev | Jul 30, 2026 | Uncategorized

This post was originally published on this siteIt’s not the way they thought they’d be spending their older years: getting two tweens ready for school and scraping together meals from food banks.At the crack of dawn one Tuesday morning, 59-year-old Vicki...

Investing Capital Gains in a Qualified Opportunity Fund: Special Tax Benefits

by wealthkaredev | Jul 29, 2026 | Uncategorized

This post was originally published on this siteA number of special federal tax benefits are available for investing capital gains in a qualified opportunity fund. These include: (1) the rolling five-year deferral of tax on the capital gains, (2) the partial exclusion...

Stocks and the Economy Are Increasingly Relying on the AI Boom

by wealthkaredev | Jul 28, 2026 | Uncategorized

This post was originally published on this siteInvestment in artificial intelligence and related companies is lifting the stock market and spending across the economy. Investment in artificial intelligence and related companies is lifting the stock market and spending...

Houseplant hacks: does dividing supermarket basil help it survive?

by wealthkaredev | Jul 27, 2026 | Uncategorized

This post was originally published on this siteThe problemWe’ve all done it: picked up a lush, generous-looking pot of basil from the supermarket – full of promise and pesto plans, and within a fortnight it has collapsed into a dried-out, leggy mess. You assume you...

As I’ve Seen, Caring For Kids And Aging Parents Costs More Than Money

by wealthkaredev | Jul 26, 2026 | Uncategorized

This post was originally published on this siteThe “sandwich generation” refers to adults who are raising children while also caring for aging parents.getty Long-time readers know that last year, my dad died unexpectedly . Shortly after, my mom moved in with me....
« Older Entries
Next Entries »
  • Eight Bosses on Their Biggest Money Regret
  • Your Fourth Grader Shouldn’t Be Worried About AI
  • The best workplace lessons from ‘The Odyssey’ cast, from carrying your own armor to sharing credit
  • America has become an entrepreneur’s paradise
  • Designing AI To Strengthen Literacy

Debt Income Management Stock Market Updates

COPYRIGHT © 2025 | WEALTHKARE INVESTMENT CENTER | ALL RIGHTS RESERVED TERMS OF USE | DISCLAIMER PROVIDED BY WEALTHKARE INVESTMENT CENTER/ ADVISORY DISCLOSURE DOCUMENTS/PRIVACY POLICY


Accredited Business Better Business BureauEthics.net

COPYRIGHT ©2025 WEALTHKARE.COM, INC. ALL RIGHTS RESERVED |FEE-BASED FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES ARE OFFERED BY WEALTHKARE.COM, INC. – A FIDUCIARY FIRM REGISTERED WITH THE SECURITIES AND EXCHANGE COMMISSION. INSURANCE RELATED CONSULTING, PRODUCTS AND SERVICES ARE OFFERED THROUGH AMERICAN ASSETS FINANCIAL CORP. WEALTHKARE.COM, INC. AND AMERICAN ASSETS FINANCIAL CORP. ARE AFFILIATED COMPANIES. THE USE OF THE TERM “TAX-FREE” IS LIMITED TO THE FEDERAL INCOME TAX TREATMENT OF CERTAIN ASSETS OR PLANNING STRATEGIES. IT DOES NOT INCLUDE EXPOSURES TO STATE, LOCAL, OR SPECIALIZED TAXES. THE IMPACT OF TAXES IS UNIQUE TO THE FINANCIAL SITUATION FOR EACH INDIVIDUAL OR FAMILY AND SHOULD BE CONSIDERED BEFORE ENGAGING IN ANY TRANSACTION. GET MORE RETIREMENT, LLC. PROVIDES FINANCIAL EDUCATION AND SOFTWARE SERVICES FOR CONSUMERS AND PROFESSIONAL FINANCIAL FIRMS. THE WEALTHKARE INVESTMENT CENTER IS A LICENSED USER OF THESE EDUCATIONAL PROGRAMS. THE WEALTHKARE INVESTMENT CENTER AND BRUCE SMITH ARE NOT AFFILIATED WITH OR ENDORSED BY THE SOCIAL SECURITY ADMINISTRATION OR ANY OTHER GOVERNMENT AGENCY. THIS CONTENT IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE USED TO MAKE ANY FINANCIAL DECISIONS. UNAUTHORIZED USE OF THE MATERIAL IS PROHIBITED.

“We improve our products and advertising by using Microsoft Clarity to see how you use our website. By using our site, you agree that we and Microsoft can collect and use this data. Our privacy statement  found here has more details.”

 

  • Facebook
  • RSS