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.

More Calculators →

Newsletters

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

More Newsletters →