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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?