Kadletz Wealth Management, LLC

09/09/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

09/09/2026

Ask Alisa Episode 3 | Who manages your account(s) if you can’t?
It’s an important question—and one worth planning for before the need arises.

09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/07/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

09/04/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

09/04/2026

Happy Labor Day from all of us at Kadletz Wealth Management 🇺🇸

In observance of the holiday, our office will be closed Monday, September 7th. We’ll return to normal business hours on Tuesday, September 8th. Wishing everyone a safe and relaxing Labor Day weekend!

09/02/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

09/02/2026

The heat this week is matching our latest merch delivery. 🔥

We’re unboxing our new YETIs in a few different colors, including Solar Flare—a color that couldn’t be more Kadletz Wealth Management. We’re officially calling it our color of the year!

09/01/2026

According to recent statistics, data breaches have become common in today’s digital world. In fact, it is estimated that more than 350 million Americans have their personal information exposed to data breaches every year. Whether it’s...

09/01/2026

College can be a great path—but it’s not the only path.
As AI continues to grow, so does the infrastructure behind it. Data centers don’t build, power, cool, and maintain themselves. Electricians, HVAC technicians, construction professionals, engineers, and other skilled workers will all play a role in building the future of AI.

For young people deciding their next move: don’t overlook the skilled trades. Your path to a successful career might not start in a lecture hall—it might start with helping build what comes next.