Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a secure retirement. At Wealth Investment Solutions LLC., our motto is:"Protecting Your Wealth and Retirement Dreams."
We have a commitment to excellence in everything we do, and our main focus is making sure we live by our motto each and every day. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.
Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous insurance products and investment strategies that are designed to protect the client's desired lifestyle during retirement.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Military families face unique challenges, making personal finance even more critical.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that home, you invested that money?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
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.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A quick history of the Federal Reserve and overview of what it does.