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. 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.Contact Us
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Healthy habits are one of the greatest gifts to give your child.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What is your plan for health care during retirement?
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: Right Now.