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.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Here are six flags that may make your tax return prime for an IRS audit.
Do you know where the idea of “retirement” comes from?
When considering life insurance, it's important to understand your options.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Around the country, attitudes about retirement are shifting.
$1 million in a diversified portfolio could help finance part of your retirement.
Here’s a crash course on saving for college.
There are hundreds of ETFs available. Should you invest in them?
What are your options for investing in emerging markets?