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.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Building wealth requires protection from the forces of wealth destruction.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
It may help your business be better prepared in the event of the death of a principal or key employee.
Beware of these traps that could upend your retirement.
Simple steps may help you foil hackers and protect your privacy.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
What is your plan for health care during retirement?
When do you need a will? The answer is easy: Right Now.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Understanding the cycle of investing may help you avoid easy pitfalls.