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4641 Windermere Place
Alexandria, LA 71303

Oestriecher Financial Management Services

318-448-3556

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

 

Welcome to our web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

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Helpful Content

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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