Will Your Tax Bill Increase?

Did you know that individuals with no change in their income from last year could potentially owe the IRS because of tax law changes that went into effect in 2013? Do you know if you’re going to be one of those individuals? The modified adjusted gross income (MAGI) threshold for paying the new 3.8% Medicare [...]

October 16th, 2013|

What kind of planner are you?

I’m obviously biased when discussing the importance of financial planning. However, I’d like to present some findings that may (or may not) surprise you. At the end, you’ll find a FREE offer from us to reward you for looking into this further. According to new research sponsored by the CFP Board and Consumer Federation of [...]

October 16th, 2013|

Affordable Debt Relief Coaching

One of the most common New Year’s resolutions people make is to gain better control of their finances and get out of debt.  Starting in January 2013, Chladek Wealth Management is excited to announce a new service that can help move you towards financial freedom and peace of mind! In conjunction with an online home [...]

January 8th, 2013|

Halloween: Bargains for your Ghosts and Goblins

Guest Blog Post by Angie Chladek I find costumes/Halloween to be totally daunting.   This year, in addition to the creative piece being difficult for me, the costumes seem a little too “grown-up” for our four-year-old daughter.  I’ve done a lot of looking at all the outlets listed below, and you’ll see what I opted to [...]

October 4th, 2012|

Market Commentary: September 2012

For the month of August, the Dow Jones Industrial Average rose 0.63%, the Nasdaq Composite rose 4.34%, and the S&P 500 rose 1.98%, all for their third consecutive monthly advance. Many of the meetings we have had with clients and prospective clients over the last month or so have shared two common questions.  Obviously, we [...]

September 5th, 2012|

Investment Strategy Video

[embedplusvideo height="344" width="560" standard="http://www.youtube.com/v/P7Y8HchniH4?fs=1" vars="ytid=P7Y8HchniH4&width=450&height=281&start=&stop=&rs=w&hd=0&react=0&chapters=&notes=" id="ep2313" /] John discusses how our unique, time-tested, research-based investment strategy can benefit you.  To learn more about our strategy, click here.  Call us today at 913.402.6099 to schedule your free consultation.

August 8th, 2012|

Re-Post: Ten Ways to Teach Children About Money

A few years back, I found this fabulous blog by Alison Van Dyke, and each time I read it I'm reminded how current the ideas still are today.  She was a fee-only financial planner in San Francisco who worked specifically with new parents.  The ideas she posted are easy, fun, and best of all- help [...]

July 3rd, 2012|

Last Chance to Receive $100

Don’t miss your last chance!  Rollover your IRA (or an old 401k/403b/457) to Scottrade by April 16th and receive $100.1 In addition, Scottrade will reimburse you for any transfer fees up to $100 that your current custodian charges you for transferring your account.2  Below are additional details to see if you qualify for this bonus. [...]

April 5th, 2012|

Argument for Precious Metals

Below is a point and figure chart. Point and figure charts were how stock market analysts looked at securities in the late 1800s through the 1940s versus the typical charts that we are used to seeing today. Today’s charts are time and value-based, where point and figures are looking at the direction. To get a [...]

April 5th, 2012|

Do You Qualify for FREE Money?

This Rare Credit Expires April 16th, 2012 Have you been considering making a change with your IRA?  Or do you have an old employer retirement plan just sitting around that you could rollover into an IRA?  Well, here’s one more reason to consider Chladek Wealth Management.  If you rollover an IRA or 401k/403b/457 to Scottrade [...]

March 7th, 2012|