Smiling senior couple hiking on a sunny grassy hill.

We Specialize in Retirement and Estate Planning

Smiling senior Black couple hugging outdoors

The guidance, tools, and service necessary to prepare for retirement.

Senior couple smiling while using a digital tablet

We Specialize in Retirement and Estate Planning

Smiling senior woman kayaking on a river with a partner

The guidance, tools, and service necessary to prepare for retirement.

Calculators

You can review interesting and useful calculators on our site.

Open laptop on a desk in a modern office setting.

View Calculators

Contact Us

Person writing on paper with a pen at a desk with coffee

Please feel free to contact us with any questions you may have.

Videos

A family of three enjoying a meal at a dining table.

You can view a number of informative videos on our site.

View Videos

Transforming Your Financial Dreams into Reality

Wendling Financial Group, LLC

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.

We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.

Newsletters

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

College Funding

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators