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.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Do your insurance needs stay the same when the nest empties?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Good employee health can be great for the company’s bottom line.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you have causes that you want to support with donations? Here are three tips.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.