401k Contributions • 2021 limit is $19,500 • Catch-up contribution if age 50 or older $6,500 IRA Contributions • Roth: Contribution limit $6,000 • Traditional: Contribution limit $6,000 • Catch-up: Contribution if age 50 or older $1,000 Traditional IRA Deductibility …
When planning for retirement, identifying the sources of income that may be available to you in retirement, as well as a strategy for how you wish to draw from those resources is, we believe, critical to a secure and comfortable …
Karen Secrist joined WealthStone Financial as our Client Relations Specialist in August, 2016. As a passionate life-long learner, after raising her two sons, she returned to school to earn a degree in Accounting. As our Client Relations Specialist, Karen’s responsibilities …
Ericka Van Hook has been with WealthStone for 20 years. Her responsibilities include the processing, follow-up and completion of all paperwork, answering client questions and keeping the office updated with compliance/industry requirements. Her dedication, unparalleled work ethic and commitment to …
Mollie Marti has served as Director of Operations since 2003. A native of Iowa, Mollie graduated first in her class from Loras College and with high distinction from the Iowa College of Law. After practicing law and clerking for a …
Firm president, Monte S. Marti, has helped clients take control of their financial futures for two decades. He specializes in asset allocation analysis, diversification, and risk management. A former commodities trader and an award-winning agent with The MONY Group, Monte …
With the New Year approaching, take time to make a list of your financial resolutions. Financial resolutions can be especially difficult to stick with because, like eating and exercising, our spending, saving and investing habits tend to be tied to …
Five Tips For Keeping Your Financial Resolutions Read more »
401k Contributions • 2019 limit is $19,000 • Catch-up contribution is $6,000 IRA Contributions • Roth: Contribution limit $6,000 • Traditional: Contribution limit $6,000 • Catch-up: Stayed the same at $1,000 Traditional IRA Deductibility Single filers covered by employer plan …
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Securities offered through Securities America, Inc., member FINRA/SIPC. Monte S. Marti, CLU®, ChFC®, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Monte S. Marti, Financial Advisor. WealthStone Financial, Inc. and the Securities America companies are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Insurance: AZ, CA, FL, GA, IA, IL, IN, ME, MN, MO, NC, NE, PA, SD, TX, WI
Securities AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MI, MN, MO, MT, NC, ND, NE, NH, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI
RIA: IA, TX