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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
There are four very good reasons to start investing. Do you know what they are?
Do you have an estate strategy? You should.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The decision whether to buy or rent a home may have long-term implications.
How will you weather the ups and downs of the business cycle?
Why are 401(k) plans, annuities, and IRAs so popular?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.