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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A Reminder of Why It's Important to Take a Long-Term View
The recent market drop is an important reminder of why it's important to take a long-term view.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This checklist can give you a quick snapshot of how prepared you are.
It sounds simple, but paying yourself first can really pay off.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The market is as unpredictable as the weather. We’d love to help you prepare.
If you died, what would happen to your email archives, social profiles and online accounts?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.
Are you ready for retirement? Here are five words you should consider.