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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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.