Your Life. Your Legacy.
Your Wealth Management Strategy.
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, LLCContact Us
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 overlooked tax deductions to help manage your tax bill.
9 Facts About Social Security
There are things about Social Security that might surprise you.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Why have the markets been so volatile recently?
Here's a breakdown of how the federal government spends your tax money.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
There are hundreds of ETFs available. Should you invest in them?
Are you ready for retirement? Here are five words you should consider.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you have causes that you want to support with donations? Here are three tips.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.