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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
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Technology tips to make your next trip even better.
Tips to avoid checking in luggage on your next vacation.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Try these activities to keep your brain sharp.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
With alternative investments, it’s critical to sort through the complexity.