Comprehensive Tax, Accounting*, and Financial Services in Texas
At Wehring Wealth Management, we understand the complexities of tax and financial strategies. We believe that an effective financial strategy addresses one’s entire financial picture, from taxes to investments. By offering a wide array of services, from tax and accounting* to retirement and investment strategies, we believe we can serve clients throughout the many stages of life.
Committed to building trusted relationships and providing transparency and education, our goal is to work closely with clients and serve as their most trusted advisor. With deep roots in Texas, we are proud to have served our Bellville community, the greater Houston area, and clients throughout the state for the past 30 years. Our clients are more than just clients; they are like family. With more than 100 years of combined experience, our team is committed to serving our clients with impeccable service, trusted guidance, and unbiased advice.
Contact us today to learn more about how we can help you create a financial roadmap for the future.
*Attest services are provided by Charlene E. Wehring, CPA.
Investment and financial services are offered by Charlene Wehring through her affiliation with Avantax Wealth ManagementSM.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Investors who put off important investment decisions may face potential consequence to their future financial security.
The federal government requires deceased individuals to file a final income tax return.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When markets shift, experienced investors stick to their strategy.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.