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.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Life insurance proceeds are generally tax-free. But not in all cases.
Learn when it may not make sense to file a claim on your home insurance.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When markets shift, experienced investors stick to their strategy.
What if instead of buying that vacation home, you invested the money?
$1 million in a diversified portfolio could help finance part of your retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A special needs trust helps care for a special needs child when you’re gone.