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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
For homeowners who think their property taxes are too high, there are ways to appeal.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Even if you’re young and single, you should still consider protecting yourself.
The uncertainties we face in retirement can erode our sense of confidence.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn how to harness the power of compound interest for your investments.
There are a few things to consider when buying or leasing your next vehicle.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
What are your options for investing in emerging markets?