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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Smart investors take the time to separate emotion from fact.
Do you know these three personal finance sayings?
Here’s a crash course on saving for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you have causes that you want to support with donations? Here are three tips.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.