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.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Gaining a better understanding of municipal bonds makes more sense than ever.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Six overlooked tax deductions to help manage your tax bill.
What kind of auto insurance should you have? Do you know?
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
What is your plan for health care during retirement?
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: Right Now.