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.
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A collection of tips from professional travelers.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Being healthy not only makes you feel good, it may also help you financially.
The federal government requires deceased individuals to file a final income tax return.
Life insurance proceeds are generally tax-free. But not in all cases.
Purchasing homeowners insurance is critical for protecting your home.
Couples may be able to head off many of the problems in a marriage that money can cause.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
It’s never a bad time to speak with your financial advisor about changes in your situation.
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
All about how missing the best market days (or the worst!) might affect your portfolio.
How does your ideal retirement differ from reality, and what can we do to better align the two?