We have been helping our community take control of their finances for over 30 years.Learn More
We act as a trusted resource for our clients, helping them navigate the many milestones of life.Learn More
We help families and small business owners make sound financial decisions by building long-term relationships with you.Learn More
Understanding Today's Financial Environment
At Klauke Investments and Insurance, we always have the client in mind. We are a family-focused firm that works to prepare businesses and families for major life events, such as starting a family, sending children or grandchildren to college, or preparing for retirement. We have over 30 years of experience creating customized investment and financial strategies for our clients and make an effort to build trusted, long-term relationships with them. Our office is based in Onalaska, Wisconsin, but we work with clients from Decorah, Iowa to Melrose, Wisconsin.
Contact us today to learn more about how we can help you plan for your financial future.Contact Us
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
For homeowners who think their property taxes are too high, there are ways to appeal.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
There’s a link between debt and stress.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know these three personal finance sayings?
Are you ready for retirement? Here are five words you should consider.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?