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 HD Vest.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Do your insurance needs stay the same when the nest empties?
Knowing the rules may help you decide when to start benefits.
Here are 4 great, and sometimes unexpected, places to raise a family.
Five strategies for managing your student debt.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know these three personal finance sayings?
Here is a quick history of the Federal Reserve and an overview of what it does.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Why are 401(k) plans, annuities, and IRAs so popular?