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 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....
by Kreitler Financial | Aug 8, 2024 | Investment Planning, Estate Planning, Financial Planning, Retirement Planning
Today’s intricate financial world demands more than just a piecemeal approach to wealth management. Comprehensive wealth planning addresses all aspects of an individual’s financial life, creating a cohesive strategy tailored to unique situations and...
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...
