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Latest Articles

Retirement

Introducing the 530A Accounts
What to Expect in Your First Year of Retirement
Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
First Year of Retirement: What to Expect
Deciding When to Take Social Security
Women on the Rise

Estate

Problems with Probate
Four Steps to Valuing an Estate
Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
How Often Should You Update Your Estate Strategy?
Estate Management Checklist
Steps to Protecting a Child with Disabilities
Yours, Mine, and Ours: Estate Strategies for Second Marriages
A Living Trust Primer

Investment

The Utility of Sector Investing
The Anatomy of an Index
The Threat of Identity Theft
Inflation & Your Money
TIPS for Inflation
How Stocks Work
Mutual Funds vs. ETFs

Tax

How Income Taxes Work
Understanding Marginal Income Tax Brackets
What's My 2026 Tax Bracket?
Tax & Estate Strategies for Married LGBTQ+ Couples
Filing Final Tax Returns for the Deceased
Do You Owe The AMT?
What Is a 1035 Exchange?

Money

The Half Million Dollar Baby
How Big is Money?
Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?
Personal Finance Calendar
What If Your Kids Decide Against College?
The Big Pause
What Will You Do With Your Bonus or Windfall?
Year-End Charitable Gifting and You

Lifestyle

A Path to Serenity and Smart Money Choices
Prevent a Rift: Money Tips for Newlyweds
Mastering Mobile Lingo
Money Draining Food Myths
The Financial Literacy Crisis
Putting a Price Tag On Your Health
How Boomers and Millennials Differ

Contact

Office: 919-948-4452

2500 Regency Parkway

Cary, NC 27518

info@wealthshieldpartners.com

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WealthShield Partners, LLC ("WealthShield Partners") is a registered investment adviser. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. Past performance is no guarantee of future results. This material is not financial advice or an offer to sell any product. There is no guarantee of the future performance of any WealthShield Partners portfolio. The investment strategies discussed may not be suitable for all investors. Before investing, consider your investment objectives and WealthShield Partners' charges and expenses. All investments involve risk including the loss of principal. Content should not be construed as investment, legal, or tax advice. Each recipient should consult its counsel and other professional advisers about legal and other related matters concerning any investment.