Your Partner for Success
Welcome to Klein Wealth Management. Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. Our commitment is to help clients work towards achieving all their financial goals and to provide them with confidence in their retirement plan decisions. We appreciate your visit.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
How Income Taxes Work
A quick look at how federal income taxes work.
Regardless of how you approach retirement, there are some things about it that might surprise you.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Term insurance is the simplest form of life insurance. Here's how it works.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What does your home really cost?
What are your options for investing in emerging markets?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Taking your Social Security benefits at the right time may help maximize your benefit.