Kreitler Financial’s Latest Blog
Leveraging Technology for Smarter Wealth Management
Digital advancements in wealth management share a common characteristic with precision instruments - their effectiveness depends entirely...
Preparing for Retirement: Key Steps to Take in Your 50s and 60s
The transition to retirement represents one of life's most significant financial and psychological shifts, particularly for those who have...
Yale Child Scholarship Plan: An Overview for Faculty and Staff
With the enrollment bust of 2026 right around the corner and possible suggestions of a tuition increase, the path to higher education just...
Planning for a Secure Retirement: Making the Most of Yale’s Self-Directed Brokerage Account
As a Yale employee, ensuring a financially secure retirement is crucial. The introduction of the Self-Directed Brokerage Account (SDBA)...
Holistic Financial Planning for Affluent Households
Financial planning for affluent households isn't just about managing investments or minimizing taxes. It's about orchestrating a complex...
Wealth Preservation: Techniques for Long-Term Financial Health
Think of a majestic redwood forest, standing tall for centuries, weathering storms, droughts, and the relentless march of time. These...
Personalized Financial Roadmaps for High Achievers
In the intricate world of personal finance, high achievers often find themselves navigating uncharted waters. These individuals, who have...
Advanced Retirement Planning: Ensuring Financial Security
Retirement planning is often compared to a journey, but at Kreitler Financial, we see it more as orchestrating a symphony. Each financial...
Tax-Efficient Financial Strategies for Professionals and Educators
You're a dedicated professional or educator, pouring your heart and soul into your work. You're making a difference in people's lives,...
Stay informed with our Quarterly Newsletter.
Sign up today and have your first issue delivered straight to your inbox.