by Kreitler Financial | Jul 2, 2024 | Retirement Planning
While High-Net-Worth Individuals (HNWIs) may already have a head start financially, navigating retirement requires a strategic approach. The cornerstones of a successful retirement plan for any investor are asset allocation and diversification. These...
by Kreitler Financial | Jun 25, 2024 | Retirement Planning, Financial Planning
For retirees, asset allocation is like crafting a delicious and well-balanced meal for their golden years. Just as a chef wouldn’t rely solely on meat or vegetables, relying on only one asset class for retirement income can be risky. True financial security for...
by Kreitler Financial | Jun 18, 2024 | Kreitler Financial News
One of the biggest challenges successful individuals face is understanding how to save for retirement in the most tax efficient way. In this article, we share some of the key features of the 457(b) plan, a retirement savings vehicle that many high earners take...
by Kreitler Financial | Jun 11, 2024 | Retirement Planning
Rising inflation and market volatility are shaking up retirement plans. From April 2022 to April 2023, the consumer price index has risen by almost 5%. How do you navigate this new reality and secure your future? Inflation isn’t just a grocery bill annoyance;...
by Kreitler Financial | Jun 4, 2024 | Financial Planning
If you’re a Yale faculty member, aged somewhere between 65 and 70 years, the idea of retirement is probably poking around in your head. You’re not quite ready to hang up your hat and call it quits, but you wouldn’t mind easing into this whole...