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.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Try these activities to keep your brain sharp.
It's important to understand how inflation is reported and how it can affect investments.
For many, retirement includes contributing their time and talents to an organization in need.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
How federal estate taxes work, plus estate management documents and tactics.
Make your retirement as exciting as your next vacation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you have causes that you want to support with donations?
Here are five facts about Social Security that might surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.