Welcome to WealthCare Financial - Physicians Benefits

  • 5301 N Federal Hwy, Suite 170
    Boca Raton, FL 33487

  • Mon - Fri 8:30 AM - 6:00 PM,
    Sat - Sun BY APPOINTMENT

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Rebounding Your Business From Negative Cash Flow

2020 came in like a hurricane and it’s still stirring up the landscape nine months later. Unemployment is at an all-time high and consumer spending at its lowest. Any changes from this year’s election won’t come in time to get…

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Life Insurance for Young Families

For young couples just getting started, new commitments, such as buying your first home or having children, bring with them the responsibility of making sure your loved ones will be provided for financially. Life insurance can help your loved ones…

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Estate Planning in the Age of COVID-19

With COVID-19 at the forefront of everyone’s mind, many who have been holding off on estate planning are now prompted to quickly finalize estate plans so they will have something in place should illness or worse come calling. Without an…

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You’re Interested in Annuities but Rumors are Holding You Back

If the fear of outliving your retirement savings really haunts you, then looking into income sources that will keep going as long as you do may not be such a bad idea. You can potentially alleviate this financial anxiety by…

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Protecting Your Retirement Regardless of Election Results

The elections are coming up fast and with the current state of the country, we can expect a lot of changes to take place soon after the election, regardless of the outcome. Many of these changes will impact you financially…

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Understanding Regulation Best Interest

As we head into the second half of 2020, you may notice a change in the way investment plans are presented to you by your financial advisor. The SEC implemented a new ruling called Regulation Best Interest (REG BI) that…

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CHECKLIST FOR AVOIDING SCAMS DURING COVID-19

The world has always been a buffet for scam artists and the onset of COVID-19 is the crème de la crème for the unscrupulous. The buffet includes blood drives, and fundraisers, and civil movements, and the cherry on top comes…

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COVID-19: Were You Prepared? What Will You Change?

The impact of COVID-19 is colossal and everyone is feeling the impact. We all know someone who needs extra care during this pandemic. Do you have the financial resources and peace of mind in place to help? Perhaps you are…

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Withdrawing Retirement Funds During COVID-19

The Internal Revenue Service (IRS) announced it has expanded retirement fund withdrawal eligibility to “take into account additional factors such as reductions in pay, rescissions of a job offer, and delayed start dates.”  The updated criteria, part of the CARES Act, also…

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Start Increasing Your Retirement Savings Today

With retirees living longer than ever before, it’s becoming more and more important to accrue enough savings during your working years to help you live the retirement you deserve. The three strategies below can help you get your retirement savings…

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