Klatz Rounick & Associates

06/18/2026

Markets move. Goals evolve. One thing that shouldn’t change is your plan to stay on track. Let’s talk about strategies that can offer long-term growth potential while helping manage volatility, especially during uncertain times.

06/18/2026

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

06/17/2026

Are you among the 52% of parents who overspend on their kids? Deana Healy, Ameriprise Vice President of Financial Planning and Advice, shares how to balance your long-term financial goals with the daily realities of being a parent.

A new survey looks at parents who overspend due to guilt as they balance short- and long-term financial goals.

06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

06/16/2026

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

06/16/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

06/15/2026

Paying taxes in your investments every year can slow your progress. Explore ways to defer taxes and potentially accelerate growth. Message me to start the conversation.

06/15/2026

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

06/12/2026

Your income fuels everything from daily expenses to long-term plans. What happens if it stops unexpectedly? Let’s talk about ways to help keep your goals on track, no matter what life brings. Reach out to me today to start the conversation.