by Kreitler Financial | Sep 19, 2024 | Financial Planning
The business world rarely follows a script. Market shifts, technological disruptions, or unforeseen global events can threaten even the most stable enterprises. As a business owner, you’ve invested countless hours, resources, and passion into building your...
by Kreitler Financial | Sep 12, 2024 | Financial Planning, Investment Planning
In today’s business landscape, the pursuit of wealth creation extends far beyond short-term gains. Business success may lie in strategic planning that paves the way for sustained growth and long-term prosperity. Let’s explore key strategies that may help...
by Kreitler Financial | Sep 5, 2024 | Financial Planning, Retirement Planning
As a professional, you’ve worked hard to build your career and income. But are you making the most of your financial potential? At Kreitler Financial, we understand the unique challenges and opportunities that come with high-earning professions. Let’s...
by Kreitler Financial | Aug 29, 2024 | Retirement Planning
As a Yale faculty member approaching the latter stages of your academic career, you may be contemplating the transition to retirement. Yale’s Phased Retirement Plan offers a structured approach to this transition, allowing for a gradual reduction in workload...
by Kreitler Financial | Aug 22, 2024 | Financial Planning
The best time to plant a tree was 20 years ago. The second best time is now. This old proverb perfectly captures the essence of building generational wealth. We’re not just talking about padding our retirement accounts or splurging on a vacation home....
