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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
To choose a plan, it’s important to ask yourself four key questions.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
Taking your Social Security benefits at the right time may help maximize your benefit.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.