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. We are licensed in the following states; Arizona, Colorado, Florida, Illinois, Iowa, Kansas, Michigan, Minnesota, New York, South Carolina, Tennessee, Virginia, and Wisconsin.
Contact us today to learn more about how we can help you plan for your financial future.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.