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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
9 Facts About Social Security
There are things about Social Security that might surprise you.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Understanding how capital gains are taxed may help you refine your investment strategies.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know these three personal finance sayings?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Estate conservation is too important to put off. Do you have a smart exit strategy?