Broker Check
The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

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.


Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

How Income Taxes Work

A quick look at how federal income taxes work.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

View all articles arrow

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

View all videos arrow