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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Learn about the risks of not having health insurance in this informative article.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Tips on insuring your teen driver.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow 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.
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial professional about changes in your situation.
When markets shift, experienced investors stick to their strategy.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
Make your retirement as exciting as your next vacation.