Kadletz Wealth Management, LLC

07/17/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

07/16/2026

🚨 Scam Alert: When in doubt, verify.

Scammers may claim to be from a federal agency, the Better Business Bureau, your bank, or even your investment firm. They often say your information has been "compromised" and tell you to protect your money by purchasing gold, wiring money, or buying gift cards.

Another common tactic? They may claim your financial advisor is under investigation and tell you not to contact them.

🚩 That's a major red flag.

Instead:
✔️ Hang up.
✔️ Contact your advisor or firm using a trusted phone number.
✔️ Verify your advisor through FINRA BrokerCheck if you're ever unsure.

Remember: Legitimate agencies and financial firms won't ask you to buy gift cards or gold, send money to "protect" your accounts, or keep their instructions a secret.

When in doubt, pause, verify, and never let someone pressure you into acting immediately.

07/16/2026

⭐ Client Spotlight ⭐

Reviews like this help others get to know our team and what it's like to work with us. We're grateful for every client who takes the time to share their experience—it truly means a lot to a small business like ours.

07/14/2026

Great day on the course for a great cause! ⛳️

Last month, John had the opportunity to spend time with a few of our clients at the Notre Dame Academy Triton Golf Classic, an event we're proud to support. It's always rewarding to come together as a community to help invest in the continued success of local students and education.

07/13/2026

When was the last time someone looked at your 401(k)?
Markets change. Life changes. Your retirement strategy should keep up.

If you'd like another set of eyes on your 401(k), we'd be happy to review it with you and discuss how it fits into your long-term goals. Reach out to our office to schedule an appointment.

07/13/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

07/10/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

07/08/2026

A plan built for one stage of life rarely fits the next without adjustment.

As wealth grows, it often becomes more complex. Business interests, real estate, and multi-generational priorities start to overlap. That changes how decisions need to be made.

Instead of relying on precision or predictions, many durable strategies are built around flexibility. The ability to adapt without starting over is often what helps wealth continue to support the same level of opportunity over time.

07/06/2026

You've probably heard people say that Roth conversions are a great tax strategy — and they can be — but they're not the right move for everyone or at every stage of life.

The best time to consider a Roth conversion depends on your income, tax situation, retirement goals, and where you are in your financial journey. What makes sense today may not be the best choice five years from now. That's why it's important to look at your overall financial picture before making a decision. A Roth conversion isn't about following a trend—it's about finding the strategy that works best for you.

If you're wondering whether a Roth conversion makes sense for your situation, we're happy to help you explore your options.

*Converting from a traditional IRA to a Roth IRA is a taxable event. Roth IRA distributions may be tax-free if certain requirements are met. Consult your tax professional before implementing a Roth conversion strategy.