Creating a Safety Net Designed to Build and Protect Your Wealth
Life is a series of expected and unexpected events, and while we cannot control them, we can minimize the economic consequences they may have on our lives. At Wackelin Financial Services, our goal is to assist business owners, professionals, individuals, and families in developing customized investment and insurance strategies that align with their values, priorities, challenges, and opportunities. As an independent investment management and insurance firm, we are not held to sales quotas or tied to proprietary products. We have the freedom to recommend the financial solutions that best suit each client’s individual needs.
We recognize that helping you work toward financial independence is an important responsibility. Our personalized approach and client service are designed to help you reduce the time and energy spent worrying about your finances. We are committed to working with you to create a financial safety net design to build and protect your wealth.
With several decades of experience and a strong commitment to our clients, we are uniquely positioned to help you address your concerns and plan for tomorrow and the years to follow. Contact us today to learn more and start a conversation about your financial future.
Rightsizing for Retirement
What does your home really cost?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Can you keep up with your children’s mobile slang?
Retirees traveling abroad need to know that their health insurance travels with them.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Lifestyle considerations in creating your retirement portfolio.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How do the markets usually react to elections? Was the 2016 election any different?