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
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
An increasing number have been developed to help individuals with their personal finances.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Learning more about gold, and its history, may help you answer that question.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.