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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

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 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.

Explains benefits of employee-stock ownership plans for succession planning.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Explores how investment strategy changes once retirement begins.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Use this calculator to estimate how much income and savings you may need in retirement.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How much can you afford to pay for a car?

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