At Munkeby Kramer, there is nothing more important to us than family - that’s why we take such care and pride in helping our clients plan their financial futures. For more than 25 years, we’ve been providing families and small businesses with the asset management and estate planning services they need to help protect and grow wealth safely, and pass on a lasting legacy for their loved ones.
Our staff is professional, highly educated, trained, and personable.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
One way to find money is to examine your current spending habits and eliminate money wasters.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.