by Kreitler Financial | Nov 14, 2024 | Kreitler Financial News
As a Yale employee, ensuring a financially secure retirement is crucial. The introduction of the Self-Directed Brokerage Account (SDBA) within Yale’s retirement plan offers a significant opportunity to tailor your investments to your personal goals and values....
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 | Sep 26, 2023 | Kreitler Financial News
As a high-net-worth individual, you understand the importance of long-term planning and ensuring that your family’s future is secure. But have you considered the importance of succession planning training for your team? Succession planning training is an important...
by Charlie Kreitler | Aug 10, 2023 | Kreitler Financial News, Charlie's Corner
For people who wish to drive a new car without the obligation of a long-term loan, leasing has grown in popularity. For a predetermined amount of time, typically two to three years, you rent a car when you lease one. You also have the choice to either return the...
by Kreitler Financial | Feb 9, 2023 | Kreitler Financial News
Inflation is something that can affect all parts of the global economy. Therefore, it makes sense for investors to have a comprehensive understanding of how inflation works and its effects on businesses, individuals, and the overall financial system. Investors should...
by Kreitler Financial | Jan 10, 2023 | Kreitler Financial News
International trade policy changes can affect many aspects of society. This can include your investment portfolio or even the profitability of your business if you are an entrepreneur. One way that national governments react to changing macroeconomic factors is...
