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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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Life and Death of a \$20 Bill
How long does a $20 bill last?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
However exciting retiring abroad may sound, it deserves considerable planning.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential capital gains taxes due on your transactions.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What are your options for investing in emerging markets?
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.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.