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.
This is the time of year for IRA’s. Contact us now to set up your IRA, with up to a 10% bonus!! The deadline is April 15th to be counted for 2014!
Are you interested in health insurance? Click here for more information
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The uncertainties we face in retirement can erode our sense of confidence.
Taking regular, periodic withdrawals during retirement can be quite problematic.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
It's important to understand how inflation is reported and how it can affect investments.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.