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Putting your financial puzzle together, one piece at a time.

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Putting your financial puzzle together, one piece at a time.

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Putting your financial puzzle together, one piece at a time.

A family from behind looking at their new home.

Putting your financial puzzle together, one piece at a time.

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Putting your financial puzzle together, one piece at a time.

The phrase Life is good written in the sand by the ocean

Putting your financial puzzle together, one piece at a time.

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Welcome to WD Financial Solutions

Bill Fields Jr.

Welcome to our website, 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 website 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.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Details 401(k) contribution and catch-up limits for maximizing savings.

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This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Explains how future tax rules may impact deductibility of charitable donations.

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck