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.
Are you interested in health insurance? Click here for more information
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
As our nation ages, many Americans are turning their attention to caring for aging parents.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
An inside look at how marginal income tax brackets work.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
There are nearly 1,200 ETFs available. Should you invest in them?
Do you have causes that you want to support with donations? Here are three tips.
How will you weather the ups and downs of the business cycle?
There’s an alarming difference between perception and reality for current and future retirees.