Kadletz Wealth Management, LLC

09/02/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

09/02/2026

The heat this week is matching our latest merch delivery. 🔥

We’re unboxing our new YETIs in a few different colors, including Solar Flare—a color that couldn’t be more Kadletz Wealth Management. We’re officially calling it our color of the year!

09/01/2026

According to recent statistics, data breaches have become common in today’s digital world. In fact, it is estimated that more than 350 million Americans have their personal information exposed to data breaches every year. Whether it’s...

09/01/2026

College can be a great path—but it’s not the only path.
As AI continues to grow, so does the infrastructure behind it. Data centers don’t build, power, cool, and maintain themselves. Electricians, HVAC technicians, construction professionals, engineers, and other skilled workers will all play a role in building the future of AI.

For young people deciding their next move: don’t overlook the skilled trades. Your path to a successful career might not start in a lecture hall—it might start with helping build what comes next.

08/31/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

08/27/2026

Retiring soon? There are some important decisions to make before your last day of work.

Join us for our upcoming webinar, 7 Critical Decisions to Make Before You Stop Working, where we’ll discuss Social Security, Medicare, retirement income, taxes, investments, and more to help you prepare for the transition from paycheck to retirement income.

📅 Wednesday, September 23, 2026
⏰ Session 1: 12:00–1:00 PM
⏰ Session 2: 5:30–6:30 PM
💻 Zoom Webinar
📌 RSVP by September 21

Ready to start planning for what’s next? Register today!

Registered Representative offering securities through Cetera Advisors LLC, a registered broker/dealer, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

08/26/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

08/26/2026

Happy National Dog Day! 🐾

Meet the dogs of Kadletz Wealth Management! While they may not be in the office every day, they each hold a very important role on the team. From Chief Barketing Officer to Professional Nap Consultant, they take their responsibilities very seriously.

If your dog had a job, what would their title be?

08/25/2026

Not sure what to do with your old 401(k)?
It might be time to talk with a financial professional to determine the best course of action for you after leaving a job.

Ready to figure out your next step? Give our office a call to get started.

08/25/2026

Every evening around 6:00 p.m., Alisa and her husband take their dogs for a walk.

They don’t debate it or ask if they feel like it. It’s simply part of their routine.

That 1-mile walk may not feel like much on any given day, but do it consistently, and suddenly you’ve walked hundreds of miles over the course of a year.

It’s a simple reminder that some of the biggest results in life rarely come from one big decision. More often, they come from small habits repeated consistently over time.

That’s true for your health.
It’s true for your relationships.
And it’s definitely true for your finances.

Building wealth usually isn’t about making one perfect investment or one big financial decision. It’s about creating a plan, taking the next right step, and staying consistent — even when progress feels small.

Saving consistently. Increasing contributions as income grows. Being intentional about how you invest. Planning for retirement. Taking the next right step.

Individually, these actions may not feel like much. But over time, they can add up to something significant.

That’s one of the ways we help at Kadletz Wealth Management: taking big-picture financial goals and turning them into a plan with actionable steps you can consistently follow.

If you’re not sure what your next financial step should be, contact our office. We’d be happy to sit down with you, talk through your goals, and help you build a plan for where you want to go.