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Plan for Today... Confidence for Tomorrow

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Welcome to Wilson and Klenovich Financial Planning – we are committed to helping you achieve all of your financial goals and retire with confidence.

Certified Financial PlannerTM professionals Janet W. Wilson and Barbara L. Klenovich combine for more than six decades of experience in helping people plan for their financial success.

They bring a wealth of expertise to the table, which is more important than ever in today’s complex financial arena. As Certified Financial PlannerTM professionals, they have completed extensive training and understand the ever-changing financial climate, so they are able to help you with your individual financial situation.

They also look beyond your basic finances. With extensive knowledge and experience in business, taxes and insurance, they can advise you on various aspects of financial planning –planning for retirement, developing Social Security claiming strategies, saving for children’s educations, and managing your taxes and insurance coverage.

They will meet with you individually and work with you to establish goals and strategies to help meet your objectives. As your customized financial strategy is developed, Janet and Barbara will walk you through the step-by-step process so you will feel confident and comfortable in your decisions.

 


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Helpful Content

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

The Best Apps in Travel

Technology tips to make your next trip even better.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Bi-Weekly Payments

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Your Cash Flow Statement

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Charitable Giving: Smart from the Heart

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

The Richest Man in Babylon

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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