Calculators

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Stephen Stipe and David Shoesmith standing in suits.

Bartlesville financial advisors Stephen Stipe & David Shoesmith of Wealth Management Solutions provide retirement services for executives and managers of ConocoPhillips and Phillips 66 as well as business owners and professionals in Bartlesville. They call their approach “Retiring Right.” They ask questions, listen and use decades of experience to guide you toward the retirement you envision. They both have more than 25 years working with company retirement plans and are dedicated to helping oil and gas industry retirees make sound decisions to achieve the best in retirement. They invite your questions about retirement, financial planning and investments. Call or email them. They are here to help.

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Newsletters

Locked Out? How to Break Into Todays Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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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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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, itâ€™s likely youâ€™ll be prompted to set them up to help secure your accounts.

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Calculators

Tax-Deferred Savings

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Taxable Equivalent Yield

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

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Complimentary Special Report:

The Top 8 Mistakes Oil Industry Retirees Make...
and How to Avoid Them