by Charlie Kreitler | Jan 26, 2023 | Financial Planning, Lifestyle
First-time home buyers today face a trifecta making a starter home a bigger challenge than in years past. Home prices have surged, rising interest rates have made a mortgage more expensive, and an increase in all-cash offers has made it difficult for many people...
by Kreitler Financial | Jan 24, 2023 | Financial Planning
When most people undergo estate planning their main goal is to provide to their intended heirs generational wealth which can help them live more fulfilling lives after you have passed away and left them your assets. There are various estate planning strategies that...
by Charlie Kreitler | Jan 17, 2023 | Market Commentary
2022 will go down as one of the worst for investors. As we approach the third year of living with and adapting to Covid-19, we are reminded of Vladimir Lenin’s statement that “There are decades where nothing happens; and there are weeks where decades... by Beau Tillinghast | Dec 15, 2022 | Financial Planning
One of the biggest challenges that successful individuals face is understanding how they can share their wealth to make a positive impact on others. Many who have considerable wealth are interested in charitable giving to ensure they leave a legacy behind that will...
