Porter + Guide Wealth Management

05/29/2026

Roth IRA or Traditional IRA—ever wonder which one actually makes sense for you? It’s a question we hear often, and the answer depends on your goals, your tax picture, and where you’re headed. Our team at Porter + Guide is here to help you talk it through and find the approach that fits your bigger financial picture.

There is no easy answer to this question. Traditional IRAs and Roth IRAs share certain general characteristics. But important differences exist between these two types of IRAs. In fact, the Roth IRA is in some ways the opposite of the traditional IRA.

05/28/2026

A strong retirement plan isn’t static. It adjusts—so income, spending, and expectations can move with reality. Plans that adapt keep retirees confident. Plans that don’t quietly fall behind. Build a plan that adjusts.

Talk with the Porter + Guide Wealth Management team.
👉https://www.porterandguide.com/contact

05/25/2026

We remember. We honor. We are grateful.
Our office is closed today in observance of Memorial Day.

05/22/2026

Saving for retirement is only part of the journey. Our team help clients navigate the transition to spending with confidence—turning years of preparation into a life lived with purpose.

With thoughtful planning and clear decisions, the next phase isn’t just secure—it’s intentional, personal, and ready to be fully enjoyed. Read more:

For some people, spending the money they've saved in retirement can be the most difficult part of the process.

05/20/2026

The real risk isn’t geopolitical tension—it’s inflation. Porter + Guide shares this week why inflation pressures may matter more—and what that means for businesses and consumers. Read more:
https://www.porterandguide.com/weekly-market-commentary

05/19/2026

What once felt like a far‑off dream—retiring abroad—is now an option more people are thoughtfully embracing. We help clients look beyond the postcard moments to focus on what truly matters: income strategy, taxes, healthcare, and long‑term security. When those pieces come together, a new life abroad can feel as confident as it is exciting. This article explores the key considerations to keep in mind before taking that next step.

Retiring abroad can be a great way to cut your expenses and improve your quality of life—as long as you understand some key factors.

05/19/2026

Your money isn’t the goal—your life is.

You deserve a plan that reflects what matters most to you and supports the life you want to enjoy. You don’t need to have everything figured out to begin—starting small and starting early can make a powerful difference over time.

If you’re thinking about what’s next, I’d love to explore it with you. https://www.porterandguide.com/contact

05/15/2026

When clients start thinking seriously about retirement, the conversation is rarely about one big decision.

At Porter + Guide, we frame retirement as a collection of thoughtful choices that evolve over time. This article highlights key considerations that can help clients make informed decisions as they plan for the life they want in retirement.

Consider many factors that may affect the timing of your retirement.

05/13/2026

The journey to retirement isn’t a straight line. It’s shaped by experiences, milestones, changing priorities, and the life you’re building along the way. At Porter + Guide, we walk beside you through each stage—listening first, planning thoughtfully, and guiding every step with purpose.

From where you are today to where you want to go tomorrow, we help turn goals into plans and plans into meaningful moments. Because getting to retirement should feel just as intentional as living it.

05/12/2026

Markets get the headlines. Withdrawal rate sets the timeline. A 1% shift can add—or subtract—years of income by changing how quickly savings are drawn down. It’s one of the most powerful levers in a retirement plan. Have questions? The Porter + Guide Wealth Management team is here to help. https://www.porterandguide.com/contact