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.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
For many, retirement includes contributing their time and talents to an organization in need.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Don’t overlook the need for renter’s insurance if you rent your home.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Investors seeking world investments can choose between global and international funds. What's the difference?
Taking your Social Security benefits at the right time may help maximize your benefit.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate