Welcome to Ochotny Wealth Management
We are excited about our profession because we meet and develop relationships with great people and, more importantly, we positively affect our clients' lives. We want each of our clients to know that they can rely on us to do our very best to help them fulfill their responsibilities and pursue their dreams. We utilize not only our own expertise, but also involve expert resources to help us provide you with the highest level of service.
Our goal is to make each individual feel completely satisfied that their investments, finances and personal business matters are in order. We add the personal Ochotny touch to the management of every account.
"Enjoy today while building for a brighter tomorrow!"
We look forward to working with you,
Joe & Eleanor Ochotny
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here are five facts about Social Security that might surprise you.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?