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
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
9 Facts About Social Security
There are things about Social Security that might surprise you.
At what point can you call a personal vehicle commercial?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Knowing the rules may help you decide when to start benefits.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.
Make your retirement as exciting as your next vacation.
It's easy to let investments accumulate like old receipts in a junk drawer.
Making the most of surprises is a great reason to work with us.
Understanding the cycle of investing may help you avoid easy pitfalls.