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Retirement Redefined Acres of Diamonds Investments

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.

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And the Executor Is

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If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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