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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A collection of tips from professional travelers.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Knowing the rules may help you decide when to start benefits.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here are 5 reason why you may consider working through retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a quick guide to checking to see if you have unclaimed money.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Making the most of surprises is a great reason to work with us.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Would you guess that Millennials are effectively saving for retirement? Well, they are.