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.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Understanding the value of a home warranty.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
Here’s a quick guide to checking to see if you have unclaimed money.
Learn how to harness the power of compound interest for your investments.
When should you take your Social Security benefit?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.