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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Understanding how capital gains are taxed may help you refine your investment strategies.
What can be learned from the savings rate?
There are things about Social Security that might surprise you.
A few strategies that may help you prepare for the cost of higher education.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Make your retirement as exciting as your next vacation.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here are five facts about Social Security that might surprise you.
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?