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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Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
It's important to understand how inflation is reported and how it can affect investments.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?
$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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.