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For over 40 years, our group has created financial plans, managed assets and prepared tax returns for successful individuals and their families. When you work with Krause Financial Group, LLP, you work with a firm where every team member is dedicated to achieving your goals. Our team is fluent in English, Polish and German.

Thank you for visiting our site and using our services. Please take advantage of our useful calculators and letters or feel free to call, email, or visit us!

Newsletters

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators