Woita & Associates | Business and Retirement Planning | Eau Claire, WI

Business and Retirement Planning

 

Woita & Associates is a financial services practice specializing in business and retirement planning. We work with clients who share values similar to ours of character and integrity, and who are willing to make a commitment to planning for their financial future. Our goal for each client is to guide you through your business or retirement planning and establish a long-term relationship that can provide you value for years to come.

Will I Have Enough to Retire?

This is a common question that we hear from our clients, and the answer is not as easy as yes or no. Whether you plan to retire in 5 or 25 years, this is probably one of the most important questions you will ask, and that is why we feel so strongly about helping you plan for your retirement. When you work with Woita & Associates, you can feel more at ease knowing that you, your business, your family, and your financial future are being looked after.

 

Serving Wisconsin's Eau Claire and Chippewa Valley area, we are a financial services practice that is passionate and devoted to helping you reach your financial goals. We look forward to working with you and being a part of your financial journey.

 
 
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

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