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Bruce R. Wackelin, AIF®

(252) 439-2290

When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype
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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.    



Helpful Content

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

 

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Surprises

Making the most of surprises is a great reason to work with us.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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