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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
There are common mistakes you can avoid when saving for retirement.
Healthy habits are one of the greatest gifts to give your child.
Earnings season can move markets. What is it and why is it important?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investors seeking world investments can choose between global and international funds. What's the difference?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you know these three personal finance sayings?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Women must be ready to spend, on average, more years in retirement than men.