Broker Check

Rick Baskerville
319-393-7474

6818 Worcester Rd. | Palo, IA 52324

 

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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. 


Helpful Content

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Charitable Giving: Smart from the Heart

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Estimate your monthly and annual income from various IRA types.

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This calculator will help determine whether you should invest funds or pay down debt.

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Estimate how much you have the potential to earn during your working years.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Using smart management to get more of what you want and free up assets to invest.

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Learn more about taxes, tax-favored investing, and tax strategies.

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The importance of life insurance, how it works, and how much coverage you need.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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How will you weather the ups and downs of the business cycle?

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Taking your Social Security benefits at the right time may help maximize your benefit.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

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Women must be ready to spend, on average, more years in retirement than men.

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