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
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Saving for College 101
Here’s a crash course on saving for college.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Term insurance is the simplest form of life insurance. Here's how it works.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Do you have causes that you want to support with donations? Here are three tips.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.