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Preparing for Retirement: Key Steps to Take in Your 50s and 60s

Preparing for Retirement: Key Steps to Take in Your 50s and 60s

by Kreitler Financial | Jan 28, 2025 | Retirement Planning

The transition to retirement represents one of life’s most significant financial and psychological shifts, particularly for those who have spent decades building distinguished careers in academia or the private sector. Yet, even for individuals who have...
Advanced Retirement Planning: Ensuring Financial Security

Advanced Retirement Planning: Ensuring Financial Security

by Kreitler Financial | Oct 10, 2024 | Retirement Planning

Retirement planning is often compared to a journey, but at Kreitler Financial, we see it more as orchestrating a symphony. Each financial instrument plays a crucial role, and when harmonized correctly, the result is a well-balanced composition of financial security....
Achieving Your Financial Goals: Expert Insights for Professionals

Achieving Your Financial Goals: Expert Insights for Professionals

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...
Should You Consider the Yale Phased Retirement Plan for Faculty?

Should You Consider the Yale Phased Retirement Plan for Faculty?

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...
Smart Retirement Strategies for High-Net-Worth Individuals

Smart Retirement Strategies for High-Net-Worth Individuals

by Kreitler Financial | Aug 15, 2024 | Retirement Planning

As a high-net-worth individual, your retirement planning needs are unique. While financial independence might seem assured, the complexities of wealth management require sophisticated strategies to maintain your lifestyle and leave a lasting legacy. Let’s...
Comprehensive Wealth Planning: Navigating Complex Financial Landscapes

Comprehensive Wealth Planning: Navigating Complex Financial Landscapes

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...
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Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info Best-In-State Wealth Advisors

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