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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

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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

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Car Affordability

How much can you afford to pay for a car?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

College Funding

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

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