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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The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
The uncertainties we face in retirement can erode our sense of confidence.
For many, retirement includes contributing their time and talents to an organization in need.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
However exciting retiring abroad may sound, it deserves considerable planning.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate the potential capital gains taxes due on your transactions.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
When do you need a will? The answer is easy: right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you explored all of your choices when it comes to managing your taxable income?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.