Understanding Today’s Financial Environment
Welcome, I’m Stephen Kjer, a financial professional in West Bend, Wisconsin. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We provide accounting and tax services so we know how to make it all come together. We can help you address your needs of today and for many years to come.
Call us at (262) 338-6621 - we look forward to working with you through all stages of your life.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Term insurance is the simplest form of life insurance. Here's how it works.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Life insurance proceeds are generally tax-free. But not in all cases.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Around the country, attitudes about retirement are shifting.
With alternative investments, it’s critical to sort through the complexity.
It's easy to let investments accumulate like old receipts in a junk drawer.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.