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.
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Six overlooked tax deductions to help manage your tax bill.
Around the country, attitudes about retirement are shifting.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This checklist can give you a quick snapshot of how prepared you are.
The item most homeowners forget on their home improvement project checklist is insurance.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.
How do the markets usually react to elections? Was the 2016 election any different?
Do you know these three personal finance sayings?
That big list of dreams and goals isn't the only way to look at your bucket list.
There are hundreds of ETFs available. Should you invest in them?