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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.

Diverse group of smiling business professionals standing together

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.

Two wooden Adirondack chairs on a dock overlooking a lake

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.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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

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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.

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

How much can you afford to pay for a car?

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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