Kadletz Wealth Management, LLC

10/16/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

10/16/2026

You've saved for retirement. But are you actually ready?

There's more to retirement than hitting a certain number in your savings account. Let's talk about what retirement could look like for you and whether you're financially ready to take that next step.

10/14/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

10/12/2026

Inflation isn’t temporary, it’s something your financial plan should expect.

The goal isn’t perfection. It’s adaptability.

If rising costs feel heavier than they should, it may be time to revisit your strategy.

Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

10/12/2026

Over the years, we've had clients follow their dreams and move out of state, all while still staying connected with us here in Wisconsin. Thanks to today's technology, your financial advisor doesn't need to be down the street!

Not local to KWM? We'd love to connect! Contact our office to learn more about working with us remotely.

10/09/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/09/2026

"Should I pay off my mortgage before I retire? It's a question we get often.

The answer isn't always yes! Your interest rate, retirement savings, cash flow, and long-term goals all play a role in the decision.

10/07/2026

Tax diversification means spreading your retirement savings across accounts with different tax treatments—like taxable, tax-deferred, and tax-free. Discover how this strategy can help balance your withdrawals and potentially reduce your tax burden.

Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.

10/07/2026

Retiring soon? We can help.