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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
There are common mistakes you can avoid when saving for retirement.
Retirees traveling abroad need to know that their health insurance travels with them.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a quick guide to checking to see if you have unclaimed money.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how to set up your financial goals for success? This knight does.
Around the country, attitudes about retirement are shifting.
Here are five facts about Social Security that might surprise you.
Here is a quick history of the Federal Reserve and an overview of what it does.