KLD Wealth Management

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Lebanon, OH
KLD Wealth Management

Helping Gen X and Millennial couples create financial clarity, build lasting wealth, and align their money with what matters most. Fee-only. Fiduciary.

Values-based planning from Dayton, OH and beyond.

09/24/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

09/23/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

09/17/2026

September is Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what you might want to revisit when it comes to life insurance.

Swipe through this month's quiz to test your knowledge and pick up a few facts along the way!

If you have questions about life insurance or want to talk through your coverage options, do not hesitate to reach out. We are here to help.

09/15/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

09/11/2026

25 years ago today... in Mrs. Winter's 8th-grade English class, I saw that image.

It was only for a split second... but it is forever seared into my memory.

I could walk to the exact spot today.

We weren't allowed to watch or see what was happening, since most of our teachers left the TVs off for the rest of the day.

But when I got home that day, I was like everyone else.

Shocked. Scared. Sad. Angry.

The images and stories started coming out. Everyone prayed there would be people pulled from the rumble.

We waited.

Hoped.

I started to notice things in the weeks that followed.

People were.... nicer. More patriotic than I had ever seen.

We had all gone through a trauma together.

The country was UNITED.

Today, on the 25th Anniversary of 9/11, I am choosing to remember what this country is capable of.

What we showed in the days, weeks, and months that followed September 11, 2001.

It is needed during these times.

We're only divided if we want to be.

I hope you will join me to honor those who were lost.

Always remember, never forget.

God Bless America!

07/30/2026

One financial question worth revisiting each year is whether your current strategy is built to remain effective over time, particularly in the presence of change. While simple, it is one of the most effective ways to assess the strength and resilience of your financial plan. Swipe to learn more.

If you are unsure how your plan would perform over the next five years, we are here to help. Call us to schedule a review and ensure your strategy is built for the long-term.

07/24/2026

When market headlines dominate the news cycle, it can be easy to feel pulled toward quick decisions. However, stepping back to focus on broader financial planning may offer a more measured perspective. Swipe through to learn more.

Market conditions will always continue to change and evolve over time, and having a clear understanding of your overall financial picture can help bring perspective to the noise. If you would like to discuss your specific finances, give us a call today.

07/23/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.

07/15/2026

Aligning your wealth with what matters most is not just a philosophical exercise; it can also be a strategic advantage. As financial complexity increases, clarity around your goals, values, and long-term priorities becomes essential. Swipe through for key ways to ensure your portfolio reflects both growth and purpose.

If you want help aligning your financial strategy with what matters most to you, give us a call. We are here to help you realize your vision.

07/14/2026

Retirement planning is about more than just hitting a savings goal. Markets fluctuate, expenses evolve, and your needs may shift over time, making flexibility an important part of any long-term strategy. Swipe through to learn more about adaptability and withdrawal strategies in retirement planning.

A thoughtful, flexible approach can help support both your lifestyle and long-term financial stability. If you would like to discuss your retirement income strategy, call us to start the conversation.

Address

706 Deerfield Road
Lebanon, OH
45036

Website

http://kldwealth.com/

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