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
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Do you know where the idea of “retirement” comes from?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A letter of instruction provides additional and more personal information regarding your estate.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
The market is as unpredictable as the weather. We’d love to help you prepare.
A special needs trust helps care for a special needs child when you’re gone.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Around the country, attitudes about retirement are shifting.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.