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 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...
by Kreitler Financial | May 7, 2024 | Financial Planning
Retirement is meant to be the golden years of life when you can relax, pursue passions, and enjoy the fruits of decades of hard work. However, without proactive planning tailored to your financial situation, this ideal vision can fall short. This is especially true...
by Beau Tillinghast | Apr 23, 2024 | Financial Planning
As you reflect on your goals and aspirations for the future, getting your finances in order is likely a top priority. Whether you’re looking to – Bolster savings Pay down debt Or Invest more profitably A sound financial plan is key to putting your best foot...
by Beau Tillinghast | Feb 1, 2024 | Financial Planning, Retirement Planning
Retirement planning is a critical aspect of financial security, especially for high-net-worth individuals. While retirement may seem way off in the distance in your 30s, it’s important to start early to ensure a comfortable retirement. But, what if you find...
by Kreitler Financial | Jan 25, 2024 | Retirement Planning, Financial Planning
Money today doesn’t necessarily translate to money tomorrow. Research shows: ·Around one-third of Americans don’t have any savings at all. 80% of Americans are stressed about the cost of living If they lose their income, around half of them won’t be able...