OneWay Financial & Estate Solutions, Inc.
Palo, Iowa's Hometown Financial Experts
At OneWay Financial & Estate Solutions, Inc., we understand that many people, whether building their first nest egg or working towards retirement, face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare and insurance costs.
Because over ninety percent of our clients fall into these two categories with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Our goal is to give you more security and control of your estate and financial goals. OneWay Financial & Estate Solutions, Inc. can be your comprehensive service. Let us educate you on how to best protect your money and provide for your future security. In short, let us invest in you.
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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There’s a link between debt and stress.
When considering life insurance, it's important to understand your options.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The true cost of raising a child may be far more than you expect.
Understanding how a stock works is key to understanding your investments.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
There are things you can do to keep yourself safe when you lose your wallet.
When do you need a will? The answer is easy: right now.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.