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Your Life. Your Legacy. Your Wealth Management Strategy Kristine A. Boelte & Associates

Your Life. Your Legacy.

Your Wealth Management Strategy.


Welcome.

Kristine A. Boelte & Associates, LLC offers the best of both worlds in wealth management and financial planning. In our firm, clients have the ability to access the services of a Registered Investment Advisory service and brokerage firm all under one roof.

We believe that you deserve the opportunity to tailor your financial strategy according to your lifestyle, personal desire and needs. This firm was created after years of advanced education, financial planning and wealth management experience.

Quite simply, a commitment to a better way is our gift to you.

Whether your goal is preparing for retirement, college savings, or creating an estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Your Life. Your Legacy. Your Wealth Management Strategy.

Kristine A. Boelte & Associates, LLC

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Helpful Content

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

 

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

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Self-Employed Retirement Plans

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

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

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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