KLG Financial Solutions
Financial Planning* • Insurance • Tax Preparation • Investments*
Welcome! KLG Financial Solutions is an independent financial firm that offers a multi-faceted approach to help meet client’s growing financial needs. Our mission is to help clients develop and maintain a comprehensive financial strategy that may fit their unique situation. Karen's services cover all areas of financial management* including income tax planning, retirement planning, investment strategies*, risk management and estate preservation.
We established this website for current and prospective clients. If you are already our client, you will find access to your account information as well as a variety of educational resources and calculators. If you are considering using KLG Financial Solutions for your financial services, you will find information that explains who we are and how we can help you.
Please visit the site often as the content is constantly changing. For help with your financial services or for more information, please contact us today!
*These services are offered by Karen Geiling through her affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A letter of instruction provides additional and more personal information regarding your estate.
Lifestyle considerations in creating your retirement portfolio.
Understanding how a stock works is key to understanding your investments.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
It’s never a bad time to speak with your financial advisor about changes in your situation.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
With alternative investments, it’s critical to sort through the complexity.
Pundits say a lot of things about the markets. Let's see if you can keep up.