top of page
Retiring Right logo over a sunset field with hay bales.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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

Stephen Stipe and David Shoesmith standing in suits.
Right Guides header.jpg

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.

CLIENT BILL OF RIGHTS.jpg

Clients' Bill of Rights

OIL INDUSTRY RETIREES.jpg

Oil Industry Retirees

RESOURCES copy.jpg

Resources

OUR OFFICES.jpg

Our Bartlesville Office

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.

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

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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

Here are answers to some key questions about required minimum distributions.

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

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

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

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

How much would your monthly lease payment be?

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

This calculator can help you determine how soon you can pay off your mortgage.

WMS-SpecialReportCover-1.jpg

Complimentary Special Report:

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

bottom of page