Resources

Kreitler Financial’s Latest Blog

Social Security Planning: Things to Consider at Age 62

Oct 12, 2023

Understanding your Social Security benefits is an important part of retirement planning for many Americans. Eligibility for Social...

Oct 5, 2023

Thinking of getting a new car soon? There are two common ways to go about it: buying or leasing. Each option has its own set of pros and...

Oct 3, 2023

Planning your estate is a key step in protecting your riches. This ensures that your possessions are dispersed after your death in the...

Sep 28, 2023

Stakeholder engagement is crucial for a successful transition of ownership, and high-net-worth individuals wishing to make such plans must...

Sep 26, 2023

As a high-net-worth individual, you understand the importance of long-term planning and ensuring that your family’s future is secure. But...

Sep 21, 2023

Are you a high-net-worth individual seeking a planned exit strategy for your company? The best answer might be mergers and acquisitions...

Sep 19, 2023

Family is everything, and as we grow older, we often start thinking about how we can best provide for our loved ones after we’re...

Sep 14, 2023

Business succession planning is a critical aspect of any successful business. It involves planning for the transfer of ownership and...

Sep 12, 2023

Investing in the stock market can be overwhelming, especially if you have little or no past experience in financial markets. However, if...