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Waelchli Financial Services, LLC.

N3312 River Bend Drive
Peshtigo, WI 54157

Phone:

(715) 582-3185

Fax:

(715) 582-3150

E-mail:

djwaelchli@hirep.net

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Calculators

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Contact Us

Please feel free to contact us with any questions.

Welcome to our Web site. Waelchli Financial Services, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, and help conserve your wealth by delivering an unprecedented level of personalized service.

Newsletters

HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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